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Email Me

M 817-791-1812

O 503-906-5210

healthcarepdx.com 


Jason Stewart

Investment Advisor Representative


Jason joined Financial Investment Team in 2012. He has a passion for helping people, and became a financial advisor in order to assist people in reaching and maintaining their financial fitness. As one of the top fitness trainers in the Northwest, Jason successfully coached clients to achieve and maintain their fitness goals for nearly a decade. He now uses the same skills - compassion, knowledge, and discipline - to help his clients achieve their personal financial goals, and to help them realize their lifetime dreams and aspirations.

Before becoming a licensed Investment Advisor Representative, Jason earned a Bachelor of Science degree in Kinesiology from Texas Wesleyan University. He is also licensed to sell Life and Health Insurance products. Jason currently lives in Tigard, Oregon with his wife, Amanda, and their two children, Addyson and Hayes. Jason and his family enjoy staying fit and being active in the community.

As your Investment Advisor Representative, Jason will work with you to develop and implement a financial plan that best fits your needs. He will answer any questions, calculate the impact of various scenarios, and be your coach in implementing strategies that help you accomplish your goals. Jason is backed by a strong financial 'team' of accredited and accomplished professionals who provide in-depth experience and knowledge; they work together to help ensure that every aspect of your financial plan is coordinated and working together.


Hobbies

Q & A

What is one word that describes you best and why?

Reflective. 


If you could have one super power, what would it be?

To be a mind reader. 


What are you most proud of?

My children. 


What’s on your bucket list?

Travel, Travel, Travel! 


If you could live anywhere in the world, where would it be?

I would split my time between Cozumel, Mexico and Newberg, Oregon. 


This or That?

Spender or saver?

Saver.

Early riser or night owl?

Early Riser.

Chocolate or vanilla?

Chocolate.