Jason L. Weese - Morgan Stanley Financial Advisor - Bellevue, WA
Morgan Stanley
Jason L. Weese, CFP, CIMA
Consulting Group
Senior Vice President, Wealth Management
Financial Advisor
Family Wealth Director
Portfolio Management Director
500 108th Ave NE
Suite 1900
Bellevue, WA 98004
tel: (425) 453-6916
toll-free: (800) 328-2802 
fax: (425) 453-5802

For the most up-to-date reports and articles, consult our team website at Bellevue Wealth Management Group.

As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together to preserve and grow wealth, you’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.

Associations
  • Bellevue Downtown Rotary Club
  • Sahalee Golf & Country Club
    Redmond, WA
  • PRO Sports Club
    Bellevue, WA
  • Investment Management Consultants Association (IMCA)
    Denver, CO
  • Associations of Professional Investment Consultants (APIC)
    Chicago, IL
  • Certified Financial Planning Association
    Washington, DC
  • Portfolio Management Institute
    New York, NY
Services
  • Asset Management
  • Lending Services
  • Philanthropic Services
  • Art Advisory
  • Trust Services and Accounting
  • Estate Planning
  • Family Consulting
  • Private Banking
  • Wealth Management
  • Alternative Investments
Education and Licensing
  • Certified Financial Planner
  • Senior Portfolio Manager Certified
    Portfolio Management Institute
    New York, NY
  • Certified Investment Management Analyst
    Wharton School of Business
    Philadelphia, PA
  • Senior Investment Management Consultant
    Consulting Group Graduate School of Investment Management
    Dallas, TX
  • Financial Planning Specialist Designation
    Earnst & Young Planning Services
  • BA - Finance, 1992
    Western Washington University
    Bellingham
  • Series 7 - NYSE/NASD General Securities, 1992
  • Series 63 - Uniform State Exam, 1992
  • Series 65 - Investment Advisory Agent, 1992
  • Life, Disability, Annuity, Long Term Care Insurance Licensed, 1992
  • Portfolio Manager Certified
Honors and Recognition
  • President's Council, 2002 - 2011
    Smith Barney
  • Century Council, 2000, 2001
  • Blue Chip Council, 1998, 1999
  • Barron's "Top 1,200 Financial Advisor", 2013, 2014
Business Experience
  • 1992 - Present: Morgan Stanley*

    Senior Vice President
    Certified Financial Planner
    Certified Investment Management Analyst
    Senior Portfolio Manager
    Senior Investment Management Consultant
    Family Wealth Director

Bulletin Board
  • Congratulations to Jason Weese, CFP, CIMA for being named to Barron’s 2014 “Top 1,200 Financial Advisors”!  Please see Barron’s Magazine dated 2/24/2014 for full details.

  • Bellevue Wealth Management Group brings together a combination of resources that allows us to offer select clients quality advice as well as distinctive opportunities in the Alternative Investments field.  Click to read more about Alternative Investments.

  • Estate Planning is essential in seeing that your assets are passed on according to your wishes. To learn more, call or send an email.  Morgan Stanley Smith Barney LLC and its Financial Advisors do not provide tax or legal advice.

Jason L. Weese holds the following registrations:
Securities Agent: AK, AZ, CA, CO, FL, GA, HI, ID, IL, MA, MI, MT, NC, NJ, NM, NY, OH, OR, PA, SC, TX, VA, WA, WY; General Securities Representative; Investment Advisor Representative; Managed Futures;

This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.  Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
Awards Disclosures

pp:3128 mp: 2281