Jason practices commercial litigation, with an emphasis on investor litigation and trust and estate litigation.
Before joining Tousley Brain Stephens, Jason was a member of Carlson & Dennett, P.S. Prior to entering private practice he earned his NASD Series 7 securities license and worked for several years in the securities industry. He served as a judicial extern clerk to the Honorable Ann Aiken, U.S. District Court, District of Oregon.
Jason has represented investors in FINRA arbitration cases alleging fraud, unsuitability, misrepresentations and omissions, negligence, churning, unauthorized transactions, breach of fiduciary duty, execution failures, selling away, and selling unregistered securities. Past cases have involved stockbrokers’ recommendations of stocks, junk bonds, mutual funds, options and other derivatives, mortgage and asset-back securities, real estate investment trusts (REITs), tenant in common (TIC) securities, structured products, annuities, auction rate securities, and misuse of margin and mortgage borrowing.
Jason has also represented stockbrokers and brokerage firms in FINRA arbitrations and securities-related disputes, including customer cases, raiding claims, forgivable loan agreements, and FINRA disciplinary proceedings.
Represented plaintiffs and defendants in will contests, under Washington’s Trust and Estate Dispute Resolution Act (TEDRA), alleging lack of testamentary capacity, undue influence, fraud, insane delusion, and failure of execution.
Represented parties in cases involving later-dated, lost, or destroyed wills.
Litigated cases involving breaches of fiduciary duty or fraud by personal representatives and executors, trustees, and those holding power of attorney.
Litigated and tried cases involving shareholder and partnership agreements, non-compete, non-circumvention, and non-disclosure agreements, derivative actions on behalf of LLC members, sales of businesses and their assets, sales of goods under the Uniform Commercial Code, and commercial real estate contracts.
“A Primer on the Unauthorized Practice of Law in Securities Arbitrations: What You Don’t Know Can Hurt You,” Securities Arbitration 2006: Taking Responsibility (Practising Law Institute, 2006).
“Litigating the Case in Probate Court,” The Probate Process Start to Finish (McQuillan Education, 2008)
Chair, Washington State Bar Association Continuing Legal Education Committee, 2010-2012
Volunteer Attorney, King County Neighborhood Legal Clinics, 2000-Present
Volunteer, Future of the Law Institute
Recognized as a “Rising Star” in Washington Law & Politics Magazine
Graduate of the National Institute of Trial Advocacy
J.D., University of Oregon School of Law
B.S., University of Oregon
U.S. District Court for the Eastern District of Washington
U.S. District Court for the Western District of Washington