Jason D. Falk Client Service, Alternative Investment Management and Analyst
Jason attended Bucknell University where he earned a degree in Economics and minored in Legal Studies. Upon graduation, Jason was distinguished for his leadership and commissioned as a 2nd Lt. in the National Guard. Following his time in the military, Jason worked in NYC’s real estate development market as a project manager and owner’s representative assistant. After moving to Seattle and joining WMS in the spring ’17, Jason worked hard to obtain his Series 7, 63 and 65 licenses.
Presently, Jason is responsible for analytics and assists with alternative asset management and client services. He brings to WMS over 7 years of financial analysis and legal experience. Jason’s interests include bowling, hiking, disc golf, and skiing.
Licenses: Series 7, 63 and 65