Jason joined the OlyFed team in January 2015, launching the bank’s Wealth Management division under the name OFS Financial Services and in partnership with its broker dealer partner Cetera Investment Services*.
Jason brought with him more than a decade of financial planning and investment advisory experience to OFS Financial Services, growing the firm’s assets under management over the past 10 years by more than $67 million as of December 31, 2024.
“Jason’s dedication to his clients is truly inspiring,” Josh Deck, President & CEO said. “He takes the time to understand their values and goals and creates strategies that help set them up work towards their greatest pursuits.”
Jason is active in the community coaching youth baseball and basketball, along with refereeing high school basketball games. While earning his bachelor’s degree in business administration from Pacific Lutheran University (PLU), Jason was also a collegiate baseball player who went on to play in the minor leagues for four years. Later this year, Jason will be inducted into the PLU Athletic Hall of Fame.
Please join us in congratulating and thanking Jason for 10 years of service to OlyFed and OFS Financial Services.
*OFS Financial Services is a marketing name of Cetera Investment Services and is located at 303 Cleveland Ave SE, Suite 201, Tumwater, WA 98501 • (360) 596-9788. Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.
Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
