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RIA / WealthAdvisordual registered (broker-dealer)19 years in industry

JASON ALEXANDER ECKERMAN

Advisor at &PARTNERS

Bellevue, WA | KALISPELL, MT | Clayton, MO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:fafd7c20-d47e-0b9a-7e0a-fd077d4902f4

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:43 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: May 28, 2007 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: &PARTNERS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 25, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 3
Exams: S66
First exam: May 25, 2007
First registration: May 28, 2007
Dual registered: yes, broker-dealer
IAPD individual key: 5315290

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
&partners	Independent wealth	Aug 28, 2026	n/a	yes	Bellevue, WA\|KALISPELL, MT\|Clayton, MO	Current employment
WELLS FARGO ADVISORS	Wirehouse	Jul 7, 2016	Sep 11, 2026	no	BELLEVUE, WA\|BELLEVUE, WA\|BELLEVUE, WA\|Kalispell, MT\|KALISPELL, MT	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Oct 1, 2012	Jul 19, 2016	no	SEATTLE, WA\|FREELAND, WA\|LAKE FOREST PARK, WA\|SHORELINE, WA	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	Sep 13, 2010	Oct 1, 2012	no	BOTHELL, WA\|LYNNWOOD, WA\|FREELAND, WA\|LYNNWOOD, WA\|SEATTLE, WA	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	May 28, 2007	Sep 9, 2010	no	Bellevue, WA\|BELLEVUE, WA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WELLS FARGO ADVISORS	&partners	Sep 11, 2026	Aug 28, 2026	-14	Firm change	Wirehouse to RIA
J.P. MORGAN SECURITIES LLC	WELLS FARGO ADVISORS	Jul 19, 2016	Jul 7, 2016	-12	Firm change	Wirehouse to wirehouse
CHASE INVESTMENT SERVICES CORP.	J.P. MORGAN SECURITIES LLC	Oct 1, 2012	Oct 1, 2012	0	Bulk transfer	Other
AMERIPRISE FINANCIAL SERVICES, LLC	CHASE INVESTMENT SERVICES CORP.	Sep 9, 2010	Sep 13, 2010	4	Firm change	Other

Relationships

Registered with (5)

→ &PARTNERSRegistered adviserregistration: current employment
Aug 28, 2026 to presentfactForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jul 7, 2016 to Sep 11, 2026factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Oct 1, 2012 to Jul 19, 2016factForm ADV
→ CHASE INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
Sep 13, 2010 to Oct 1, 2012factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
May 28, 2007 to Sep 9, 2010factForm ADV

Dated events

Occurred
Sep 11, 2026
Advisor changed firm
Jason Alexander Eckerman left Wells Fargo Advisors for &Partners (registered 2026-08-28)
Form ADVobserved 4 days ago