Jason Wilson
For the last 12 years, Jason has been managing offices, programs, and grants throughout Colorado, Alaska, and Washington.
He started his college experience as and Business Finance major at the University of Northern Colorado and although he finished his college degree with a major in Social Sciences, his enjoyment of finance has never disappeared.
Like many people, Jason started his working career in the restaurant industry. At 18 he became a manager and continued to manage restaurants throughout college. After graduation, he found rewarding employment managing a team at an Independent Living Facility in Fort Collins, CO.
In 2011, Jason and his wife moved to Petersburg, Alaska where he managed an environmental grant through the EPA (IGAP grant). There, he was able to enjoy his fondness for budgets and financial planning as well as make a significant environmental and economic difference to the Petersburg community.
After moving to Port Angeles, he managed the local H&R Block for the last two tax seasons. His favorite aspect doing taxes was explaining the different retirement accounts and their tax implications. Jason is excited to combine his knowledge and experience to best serve the clients at Hallett Advisors.
Jason passed the Series 65 exam and became licensed as a financial advisor in 2022.
He started his college experience as and Business Finance major at the University of Northern Colorado and although he finished his college degree with a major in Social Sciences, his enjoyment of finance has never disappeared.
Like many people, Jason started his working career in the restaurant industry. At 18 he became a manager and continued to manage restaurants throughout college. After graduation, he found rewarding employment managing a team at an Independent Living Facility in Fort Collins, CO.
In 2011, Jason and his wife moved to Petersburg, Alaska where he managed an environmental grant through the EPA (IGAP grant). There, he was able to enjoy his fondness for budgets and financial planning as well as make a significant environmental and economic difference to the Petersburg community.
After moving to Port Angeles, he managed the local H&R Block for the last two tax seasons. His favorite aspect doing taxes was explaining the different retirement accounts and their tax implications. Jason is excited to combine his knowledge and experience to best serve the clients at Hallett Advisors.
Jason passed the Series 65 exam and became licensed as a financial advisor in 2022.
Get to Know Jason in 13 Questions
When + Where Were You Born?
I was born in 1987 in Traverse City, Michigan.
What is Your Earliest Memory?
My earliest memory was when I was 1.5 years old. I remember sitting on my Great Grandpa’s lap while my father and grandpa played cribbage.
Who Are Three People That Greatly Influenced You?
My 10th grade English teacher Mr. Ames who taught me to question the “whys” behind what we do. My father who demonstrated how to treat everyone with respect. Most importantly, my late mother who truly had a passion to love and help people. She taught me that giving love will bring you the greatest amount of happiness.
What Inspired You to Work in Financial Planning?
I managed H&R Block and saw many folks who were not prepared or not preparing for retirement. I wanted the opportunity to guide folks as opposed to telling them what they should have done (although technically I am not an advisor).
What's One Piece of Great Advice You've Been Given?
There are two pieces of advice I try to live by every day. Don’t give up on what you want most for what you want now. Forgiveness is freedom.
What Are Your Favorite Books?
Impossible to decide! 5 People you meet in Heaven, The Sword of Truth Series, Brave New World, and many many more.
What Are Your Favorite Movies?
Also impossible to narrow down to three. The Shawshank Redemption, The Count of Monte Cristo, My Cousin Vinny, and again many many more.
What Are Your Favorite Albums?
OK Computer by Radiohead, Absolution by Muse, and Fashion Nugget by Cake.
What's Your Definition of Happiness?
Watching my dogs run on a deserted beach with the sun on my face and my wife in my arms.
Where's Your Favorite Place to Travel?
Where ever I get to see family.
What Are a Few of Your Favorite Pastimes?
Gardening, snowboarding, camping, and card games.
What's Your Perfect Meal?
A Filet Mignon, fresh sautéed vegetables, roasted red potatoes, fresh baked bread, and a snickerdoodle for dessert.
What's One Piece of Financial + Life Advice You'd Give Your 10 Year-Old Self?
Life advice- Be the change you want to see in the world. Financial advice – Always have a minimum of three months’ worth of bills saved up because you can never know what may happen.
