Faley Eckerman Wealth Management Group, Bellevue WA

CFP
CRPC
AAMS

Managing Director - Investments
Senior PIM Portfolio Manager

Tom is a Managing Director-Investments and Senior PIM Portfolio Manager with the Faley Eckerman Wealth Management Group of Wells Fargo Advisors. He started his career in 1999 with Ameriprise Financial and moved to Wells Fargo Advisors in June of 2016.

Tom has received the AAMS® (Accredited Asset Management Specialist^SM) and CRPC® (Certified Retirement Planning Counselor^SM) designations from the College for Financial Planning, as well as the CFP® (CERTIFIED FINANCIAL PLANNER™) certification. Tom has earned the Wells Fargo Advisors Premier Advisor recognition since 2016*. He was listed on the Forbes 2019, 2020, 2021 and 2022 "Best in State Wealth Advisors list**. He has also been voted eight times to Seattle Magazine’s Five Star Wealth Manager list (2014, 2015, 2017, 2018, 2019, 2020, 2021, and 2022).***

Prior to the financial services industry, Tom was a Sergeant in the US Army 3rd Armored Cavalry Regiment from 1994-1997, where he earned two army achievement medals and the national defense service ribbon. He joined the Minnesota National Guard in 1997 while attending the University of Minnesota-Carlson School of Management, where he received his BSB in Finance.

Tom served on the board of the Seattle Make-A-Wish foundation from 2012-2020. He has led YMCA Adventure Guides groups and coached football for the Bellevue Boys and Girls Club.

Tom has been married since 2004 to his wife, Jen, and they have two amazing boys, Zachary and Cooper. In his free time, Tom enjoys playing tennis, snowboarding, wakeboarding, cycling, and traveling.

^{*2016-2022. The Premier Advisor designation is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production and professionalism. Additional criteria, including length of service, may also be used to determine recipients.}

^{** The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.}

^{***This award was issued on January 1, 2022 by Five Star Professional (FSP) for the time period May 10, 2021 through November 30, 2021. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. 2938 Seattle-area wealth managers were considered for the award; 267 (9 percent of candidates) were named 2022 Five Star Wealth Managers. Visit www.fivestarprofessional.com. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.}

^{-Award issued on January 1, 2021 by Five Star Professional (FSP) for the time period April 27, 2020 through October 30, 2020. 2938 Seattle-area wealth managers were considered for the award; 284 (10% of candidates) were named Five Star Wealth Managers.}
^{-Award issued on January 1, 2020 by Five Star Professional (FSP) for the time period April 1, 2019 through November 13, 2019. 2735 Seattle-area wealth managers were considered for the award; 273 (10% of candidates) were named Five Star Wealth Managers.}
^{-Award issued on January 1, 2019 by Five Star Professional (FSP) for the time period April 23, 2018 through November 9, 2018. 2752 Seattle-area wealth managers were considered for the award; 290 (11% of candidates) were named Five Star Wealth Managers.}
^{-Award issued on January 1, 2018 by Five Star Professional (FSP) for the time period April 25, 2017 through November 6, 2017. 2452 Seattle-area wealth managers were considered for the award; 266 (11% of candidates) were named Five Star Wealth Managers.}
^{-Award issued on December 1, 2016 by Five Star Professional (FSP) for the time period March 26, 2016 through November 18, 2016. 1785 Seattle-area wealth managers were considered for the award; 530 (26% of candidates) were named Five Star Wealth Managers.}
^{-Award issued on January 1, 2015 by Five Star Professional (FSP) for the time period May 12, 2014 through October 30, 2014. 2023 Seattle-area wealth managers were considered for the award; 412 (25% of candidates) were named Five Star Wealth Managers.}
^{-Award issued on March 1, 2014 by Five Star Professional (FSP) for the time period May 12, 2013 through October 30, 2013. 2649 Seattle-area wealth managers were considered for the award; 424 (16% of candidates) were named Five Star Wealth Managers.}

^{CA Insurance License # 0G79661. Resident State CA}

Contact

Education

University of Minnesota

CRPC

Senior Vice President - Investments

As a Senior Vice President-Investments and Premier Advisor* with the Faley Eckerman Wealth Management Group of Wells Fargo Advisors, Jason takes a holistic approach to the unique financial situation facing each individual client. He utilizes more than a decade of financial services experience to better understand his clients' goals, and he works with them to develop a tailored plan so that they can feel confident and empowered about working toward achieving those goals.

Jason believes in educating his clients and holding them accountable to their goals, and therefore he focuses a lot of attention on ensuring clients make smart financial decisions. Diligent research, thoughtful analysis, and a disciplined approach allow him to do this. By spending the time necessary to get to know his clients, Jason is in a position to truly be in their corner and help them make informed decisions.

Jason graduated from University of Washington with a Bachelor's degree in Economics, and holds a CRPC^® (Certified Retirement Planning CounselorSM) designation from the College for Financial Planning. He has been voted to Seattle Magazine’s Five Star Wealth Manager list (2017, 2018, 2019, 2020, 2021, and 2022).** Jason was also recently awarded the Forbes Top Next Generation Advisor award for 2019, 2020, and 2022.*** He lives with his wife, Amy; their son, Charlie; their dogs Murph and Moe, and their cat Max. When away from the office, Jason enjoys spending time with his family and friends exploring and adventuring in the outdoors.
_{*2016-2022. The Premier Advisor designation is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production and professionalism. Additional criteria, including length of service, may also be used to determine recipients.

Financial Advisors Registered in the State of Washington.

**This award was issued on January 1, 2022 by Five Star Professional (FSP) for the time period May 10, 2021 through November 30, 2021. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. 2938 Seattle-area wealth managers were considered for the award; 267 (9 percent of candidates) were named 2022 Five Star Wealth Managers. Visit www.fivestarprofessional.com. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

-Award issued on January 1, 2021 by Five Star Professional (FSP) for the time period April 27, 2020 through October 30, 2020. 2938 Seattle-area wealth managers were considered for the award; 284 (10% of candidates) were named Five Star Wealth Managers.
-Award issued on January 1, 2020 by Five Star Professional (FSP) for the time period April 1, 2019 through November 13, 2019. 2735 Seattle-area wealth managers were considered for the award; 273 (10% of candidates) were named Five Star Wealth Managers.
-Award issued on January 1, 2019 by Five Star Professional (FSP) for the time period April 23, 2018 through November 9, 2018. 2752 Seattle-area wealth managers were considered for the award; 290 (11% of candidates) were named Five Star Wealth Managers.
-Award issued on January 1, 2018 by Five Star Professional (FSP) for the time period April 25, 2017 through November 6, 2017. 2452 Seattle-area wealth managers were considered for the award; 266 (11% of candidates) were named Five Star Wealth Managers.
-Award issued on December 1, 2016 by Five Star Professional (FSP) for the time period March 26, 2016 through November 18, 2016. 1785 Seattle-area wealth managers were considered for the award; 530 (26% of candidates) were named Five Star Wealth Managers.

***The Forbes Top Next-Gen Wealth Advisors (AKA America's Top Next-Gen Wealth Advisors) rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

CA Insurance License # 0G79661. Resident State CA}

Contact

Education

University of Washington

Faley Eckerman
Wealth Management Group

Faley Eckerman Wealth Management Group

Thomas J. Faley

Jason A. Eckerman

Jeni Gonzales

Ali Boop-Nilsen

Sean Price