C Jason Vein

CRPC, First Vice President, Financial Advisor

Contact Me
C Jason Vein

MY MISSION STATEMENT

Portfolio Manager & Financial Advisor providing excellence in family wealth planning for your family’s unique goals.

My Story and Services

Confidence, Simplicity and Action

Financial Confidence

My professional goal is to simplify the mystery around finance and investments while delivering a strategy that meets your personal and professional needs.  I want to take the guesswork out of your financial journey.  I meet far too many people who say they ‘hope’ to _____ or ‘wish’ that _____.  My clients feel confident in what goals are specifically achievable and have a plan designed to get there. 

Simple & Easy

We will build a personal roadmap to help achieve success and I will be your trusted guide along the journey.  We will use our powerful LifeView software that will help identify what is possible and probable in a visual format.  As your Portfolio Manager and Financial Advisor, I will use the data from LifeView as a framework to make decisions about opportunity vs safety.  With my constant monitoring of your portfolio and our regular reviews of the plan, you can go about life making decisions from a position of confidence and empowerment.

Let’s Meet

I love meeting new people.  In a short conversation we will be able to determine if we are a good fit for each other.  If we are, I will deliver the above in a simplified, personalized and cost effective manner.  I look forward to hearing from you so that I can put my skills and experience to work for you.

Access to Private Banking >

Services Include

  • 401(k) Rollovers
  • 529 Plans
  • Alternative Investments
  • Asset Management
  • Business Succession Planning
  • Estate Planning Strategies
  • Exchange Traded Funds
  • Executive Financial Services
  • Financial Planning
  • Lending Products
  • LGBT Planning Services
  • Life Insurance
  • Long Term Care Insurance
  • Planning for Special Needs Individuals
  • Professional Portfolio Management
  • Qualified Retirement Plans
  • Retirement Planning
  • Sustainable Investing
  • Structured Products
  • Wealth Management

Securities Agent: AK, AZ, CA, FL, MO, NM, TX, WA; General Securities Representative; Investment Advisor Representative

NMLS#: 555964


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Client Service Team

Client Service Team

Jennifer A Galbraith

Senior Client Service Associate


Jennifer Galbraith is a Senior Client Service Associate who began her professional career with Morgan Stanley in our Bellingham WA office in 1999.  She grew up in Bellingham and moved to the Seattle office in June, 2013.  Jennifer brings years of experience helping clients and making sure their needs are met.  Throughout the years she has volunteered with Seattle Children's Hospital and Rebound of Whatcom County.  Jennifer loves to travel, enjoys country music concerts and spending time with her family and friends.

Bonnie West

Senior Registered Associate


Prior to joining the firm in 2000, Bonnie had a successful career in the services industry. As such, she places an extremely high importance on customer service.

Bonnie’s current role is addressing the operational and administrative needs and requests of our clients. Given her length of service with the firm, Bonnie is an invaluable asset to the team.

In her spare time, Bonnie has run/walked 6 Half Marathons raising funds and awareness for a charity she feels strongly about.  Her Australian Shepherd helps her train for these half marathons since he loves running.

Bonnie resides in Lynnwood and is a Northwest native.

Personal Interests

Personal Interests

Athletics

Triathlons, including the Seafair Olympic triathlon with my kids. 
At the Ironman 70.3 level I have completed:
Central Florida
Coeur d'Alene
Gulf Coast
Miami
Victoria
Next up, Austin Texas.

The STP bike ride from Seattle to Portland - this year was 203 miles in 12 1/2 hours.

The Big Climb, always a great Fundraiser for the Leukemia & Lymphoma.  69 floors to the top of the Columbia Tower in Seattle.

Hiking - including proposing to my wife at the top of Rattlesnake Ledge in North Bend, Washington :)

Kids:
Equestrian, Hunter Jumper
Karate
Soccer
Swimming



Automotive Racing

I enjoy auto racing through ICSCC, SCCA and NASA.  After years of running PRO3 in the Northwest I have recently enjoyed success in SCCA's T3 class in my Spec E46 as well as winning the 25 Hours of Thunderhill E1 class in both 2015 and 2016. 

2016 included racing at tracks in the Northwest as well as Fontana, Willow Springs, Sonoma, Laguna Seca, Runoffs at Mid Ohio and Thunderhill.
2017 Sebring (Win!), Willow Springs, Thunderhill, The Ridge, Pacific Racceways, and the Runoffs at Indianapolis (Indy)!!!


Teachers and Parents

My wife and I have taken the plunge and we are going to Home School our kids for 2nd and 3rd grades this year.  If you have experience or want to share experiences I would be glad to discuss.  My wife will be doing the heavy lifting in this area but I will be participating in the areas I can and backing her up when appropriate.  Our older daughters are out of school and one has given us a granddaughter, the schools are just different now and we are ready to try something new - wish us luck and really, any advice is welcome.


The Great Outdoors

Our family likes to spend a lot of time outdoors, whether that be in Lake Washington, the Olympic & Cascade mountains, the beaches of Florida or anywhere in between.  We have an RV and like to go outside to discover all the great wonders of our environment.  The learning is great for the kids which we hope to add value back into their education while having family time together.


Education

Education

  • University of Washington, Foster School of Business

Location

Location

  • 601 Union Street, Suite 5200
  • Seattle, WA 98101


    Family

    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting

    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing

    Retirement

    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds

    Philanthropy

    Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing

    Ready to start a conversation? Contact C Jason Vein today.

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