View of Budd Inlet and downtown from Capitol Campus.

View of Budd Inlet and downtown from Capitol Campus.

Financial Planning

A Coach For All Seasons

Jason Andrew is the ultimate teammate and believes in supporting and coaching his clients with a commitment to the highest-quality service to help them realize their greatest pursuits like retirement, a college education for their children, and adventure travel.

A collegiate baseball player at Pacific Lutheran University, Jason played in the minor leagues for four years after graduating with a bachelor’s degree in Business Administration. After reaching the AAA level, he suffered a shoulder injury that would guide his path towards financial planning. Jason and his wife live in Olympia with their two sons, whom he coaches in basketball and baseball.

He is a high school and collegiate basketball official and he enjoys playing golf. With close to a decade of wealth management experience, Jason joined OFS Financial Services as a registered adviser in June of 2015.

Jason believes in providing clients with straightforward, honest and caring advice and he offers investment products from Cetera Investiment Services LLC.

OFS Financial Services

We believe in providing clients with straightforward, honest and caring support and advice. We aim to help you make better decisions by providing comprehensive strategies and options structured to your individual needs.

We recognize that your financial objectives are closely connected to your dreams, but without careful planning and direct action, dreams often just stay that – dreams. Our mission is to help you achieve your life’s biggest goals and ambitions.

We provide outside the box financial planning, from our real-time Money Guide tool that shows progress towards your goals to our in-person strategy sessions. Client trust is at the forefront of everything we do. 

Below is a brief overview of the types of products and services we offer:

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 Contact Jason

Jason Andrew (360) 596-9788

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email Jason

 


Check the background of this investment professional on FINRA’s BrokerCheck   

Located at: 4310 6th Ave SE, Lacey, WA 98503 • (360) 459-1156

Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Investments are:

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Click here to view Cetera Investment Services Privacy Policy and other Important Information.  

This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Investment Services LLC site at www.ceterainvestmentservices.com.

Financial Planning

Jason Andrew is a financial planner of OFS Financial Services and believes in supporting and coaching clients to meet their goals.