1995 - 1999 VP | Private Bank Mortgage Loan Officer @ Key Private Bank
1991 - 1995 AVP | Credit Specialist, Branch Service and Operations @ KeyBank
Jason Hall Education
Yale School of Management
(Wealth Management Theory & Practice)
2021 - 2022
University of Washington - Michael G. Foster School of Business
(Pacific Coast Banking School Graduate)
2011 - 2013
Cannon Financial Institute
(Certified Wealth Strategist Curriculum)
2009 - 2010
College for Financial Planning
(Certified Financial Planning Curriculum)
2002 - 2005
American Institute of Banking
(Banking Principles Graduate)
1993 - 1995
Jason Hall Skills
Investment Advisory
Retirement Planning
Estate Planning
Private Wealth Management
Risk Mitigation
Risk Management
Mortgage Lending
Commercial Lending
Commercial Mortgages
Construction Loans
Jason Hall Summary
Jason Hall, based in Kirkland, WA, US, is currently a SVP Wealth Management at D.A. Davidson Companies. Jason Hall brings experience from previous roles at Key Private Bank and KeyBank. Jason Hall holds a 2021 - 2022 Yale School of Management. With a robust skill set that includes Investment Advisory, Retirement Planning, Estate Planning, Private Wealth Management, Risk Mitigation and more. Jason Hall has 3 emails and 1 mobile phone numbers on RocketReach.
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