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



  • 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



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



Thinking About Long-Term Care Planning? Here’s What You Need to Know

Jason Underwood, Financial Advisor By: Jason Underwood, Financial Advisor CNC Financial Group, LLC While it may seem prolonged medical circumstances are unlikely to happen to us, unexpected events can occur ...

Pullbacks, Corrections, and Bear Markets

Jason Underwood, Financial Advisor By: Jason Underwood, Financial Advisor CNC Financial Group, LLC When the market drops, some investors lose perspective that downtrends and uptrends are part of the investing ...

What Is a Roth 401(k)?

Jason Underwood, Financial Advisor By: Jason Underwood, Financial Advisor CNC Financial Group, LLC While many people are familiar with the benefits of traditional 401(k) plans, others are not as acquainted ...

Plan for tomorrow, today

Jason Underwood, Financial Advisor CNC Financial Group That seems like sensible advice, doesn't it? Yet a surprising number of people leave no estate plan in place for their survivors. It ...

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

(509) 662-5678
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P.O. Box 3068
Wenatchee, WA 98807-3068

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