Jason Allen Underwood

Current Employers

Employment History

• 09/2015 → 09/2019
  Washington Trust Bank
  East Wenatchee, WA
• 11/2019 → Present
  Cordell, Neher & Co
  Wenatchee, WA
• 11/2019 → 09/2025
  Avantax Investment Services, Inc.
  Wenatchee, WA
• 11/2019 → 09/2025
  Avantax Advisory Services
  Wenatchee, WA
• 09/2019 → Present
  Cordell, Neher & Company, Pllc
  Wenatchee, WA
• 09/2019 → Present
  Cnc Financial Group, Llc
  Wenatchee, WA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Wenatchee, WA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2020-01-17 → 2025-09-05
  Avantax Advisory Services
  Wenatchee, WA

Other Businesses

1) YMCA WENATCHEE POSITION: Board Member NATURE: Board Member INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2012 ADDRESS: 217 Orondo Ave, Wenatchee WA 98801, United States DESCRIPTION: Attend monthly Board Meetings and Executive Committee Meetings. 2) EXCHANGE CLUB OF WENATCHEE POSITION: Board Member NATURE: Weekly lunch meetings and annual fund raisers for charity. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 07/21/2021 ADDRESS: PO Box 1862, Wenatchee WA 98807-3068, United States DESCRIPTION: Board member - make decisions along with other board members on the direction of the club. 3) CORDELL, NEHER & COMPANY, PLLC POSITION: Financial Advisor NATURE: Cordell, Neher & Company, PLLC is the CPA firm we are affiliated with through CNC Financial Group, LLC. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/02/2019 ADDRESS: 175 E. Penny Road, Suite 1, Wenatchee WA 98801, United States DESCRIPTION: I have an office inside the same building and we have mutual clients. 4) CNC FINANCIAL GROUP, LLC POSITION: CFP, Financial Advisor, Member NATURE: Wealth management department of Cordell, Neher & Co. INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 130 START DATE: 09/03/2019 ADDRESS: 175 E Penny Rd, Wenatchee WA 98801, United States DESCRIPTION: Provide financial services to clients

Exams

• S66 Uniform Combined State Law Examination
  2020-01-17

Designations