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Jason Okrent

Advisor - Entrepreneurs - Industry Leaders - Nonprofits & Foundations - Philanthropy

Jason Okrent, CFA, is a seasoned financial advisor with a rich family history in Seattle spanning over a century.

He values community engagement, civic duty, and philanthropy, reflecting his roots as a civic leader in Greater Seattle and Snohomish County.

Transitioning from a career in financial services in New York, Jason joined Bernstein Private Wealth Management, drawn by its unique blend of local expertise and international resources.

In his role as a financial advisor, Jason collaborates with his team to provide tailored advice to affluent individuals, families, and nonprofits in the Pacific Northwest.

Beyond investment strategies, Jason focuses on guiding clients through various financial aspects like business sales, stock compensation, multi-generational wealth transfer, and philanthropic endeavors.

A distinguishing aspect of Jason's practice is his close collaboration with external professional service firms and financial sponsors to address tax, legal, and business matters for his clients.

Jason is an alumnus of the Foster School of Business at the University of Washington and holds the Chartered Financial Analyst (CFA) designation.

Currently serving as the Vice President and Financial Advisor at Bernstein Private Wealth Management, Jason Okrent exemplifies a commitment to comprehensive financial planning and community stewardship.

Jason Okrent
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Location

Seattle, Washington, United States