OUR TEAM

JASON UNDERWOOD

FINANCIAL ADVISOR

About

Jason was a commercial loan officer for over 15 years in the Wenatchee Valley striving to help clients achieve their financial goals. He partnered with current and prospective clients to determine creative, customized solutions that fit their individual business needs. Jason joined CNC Financial Group in 2019 and continues to deliver excellent service working with our clients.

In his spare time, Jason enjoys playing golf, racing in triathlons, and enjoying all the outdoor activities the Wenatchee Valley has to offer.

Areas of Practice

Experience

Education

  • Washington State University, B.A. – Business Administration, Management Information Systems
  • Pacific Coast Banking School – Graduate of Banking
  • FINRA Securities Licenses, Series 7 and 66
  • Washington State Insurance License
  • Washington State Life, Disability and Long Term Care Insurance Licenses

Community

Associations

  • Wenatchee YMCA, Board Member and Past President
  • Exchange Club of Wenatchee
  • Estate Planning Council of NCW

Contact

ARTICLES BY JASON UNDERWOOD

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(509) 663-1661  - Wenatchee
(800) 767-7725  - Toll Free

(509) 662-5678
Fax Number

P.O. Box 3068
Wenatchee, WA 98807-3068

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