Jason Whalen › F-1
Jason Whalen: statement of financial affairs
Data last updated: F-1 statements filed through Oct 13, 2026 (read Oct 14, 2026)
- Period
- 2025-01-01 – 2025-12-31
- Filed
- 2026-03-23
- Office
- City Council Member, City of Lakewood
- Original
- the statement on the PDC's site
Income 12
| Source | For | Whose | Amount |
|---|---|---|---|
| City of Lakewood Lakewood, WA | Council Member | Filer | $0–$29,999 |
| Dr. Beth O'Connor Lakewood, WA | Financial Coordinator | Spouse | $30,000–$59,999 |
| Compass Washington LLC Tacoma, Washington | REAL ESTATE BROKER | Spouse | $60,000–$99,999 |
| James Guerrero Architects, Inc. Lakewood, WA | INTERIOR DESIGNER | Dependent | $30,000–$59,999 |
| Pierce Transit Lakewood, WA | STATE BOARD/COMMISSION MEMBER | Filer | $0–$29,999 |
| Whalen Dispute Resolution, LLC Lakewood, WA | ARBITRATOR-MEDIATOR | Filer | $0–$29,999 |
| City of Auburn Auburn, WA | CITY ATTORNEY | Filer | $200,000–$499,999 |
| Dickson Frohlich Phillips Burgess dba Bridges Dispute Resolution Tacoma, Washington | ATTORNEY - LAWYER | Filer | $0–$29,999 |
| Pierce County Tacoma, Washington | EXECUTIVE SECRETARY | Spouse | $0–$29,999 |
| 710 Market Street, LLC Tacoma, WA | Rental Income (Law Firm Office Space for Ledger Square Law, P.S.) | Filer | $30,000–$59,999 |
| Self--Personal Rental (Garage Rental) Lakewood, WA | Rental Income from Garage Rental | Filer, Spouse | $0–$29,999 |
| Shell Yeah Seabrook, LLC Pacific Beach, WA | Rental Income from Vacation Rental Ownership | Filer | $0–$29,999 |
Accounts and investments 14
| Held at / in | What | Whose | Value |
|---|---|---|---|
| Wells Fargo Bank | Checking--Personal Account | Filer, Spouse | $30,000–$59,999 income $0–$29,999 |
| Savings | $0–$29,999 | ||
| First Citizens Bank | Checking | Filer | $0–$29,999 |
| Savings | $0–$29,999 | ||
| Facet Wealth, Inc. | Savings | Filer | $0–$29,999 income $0–$29,999 |
| Transamerica | Annuity | Filer | $200,000–$499,999 |
| Transamerica | Annuity | Spouse | $60,000–$99,999 |
| Annuity | $60,000–$99,999 | ||
| Fidelity Investments | IRA Account (Stocks, Bonds, Mutual Funds) for Jason | Filer, Spouse | $0–$29,999 income $0–$29,999 |
| IRA Account (Stocks, Bonds, Mutual Funds) for Gael | $0–$29,999 income $0–$29,999 | ||
| Federal Retirement Thrift Savings Plan | Stocks, Bonds | Spouse | $0–$29,999 |
| Charles Schwab Account -- 401k for Gael | Mutual Funds, Stocks, Bonds, Securities | Spouse | $60,000–$99,999 |
| ICMA-RC (City of Lakewood 457 Account) | Mutual Funds | Filer | $0–$29,999 |
| VCSP/CollegeAmerica American Funds | Mutual Fund | Filer | $0–$29,999 |
| Washington State Department of Retirement Systems | PERS 2 Retirement Account | Filer | $60,000–$99,999 |
| Facet Wealth | IRA - Jason | Filer, Spouse | $750,000–$999,999 income $0–$29,999 |
| IRA - Gael | $100,000–$199,999 income $0–$29,999 | ||
| MissionSquare Retirement | Deferred Comp | Filer | $30,000–$59,999 |
| Stock | Willamette Valley Vineyards, Inc. WVVIP | Filer, Spouse | $0–$29,999 income $0–$29,999 |
Businesses 6
| Business | Role | Whose |
|---|---|---|
| 710 Market Street, LLC Own and Manage Commercial Real Property | owner | Filer |
| Shell Yeah Seabrook, LLC Vacation Rental Home at Seabrook, WA | owner | Filer, Spouse |
| Dominant Nutrition, LLC Retail seller of sports nutrition and supplement products. | owner | Filer |
| Whalen Dispute Resolution, LLC Mediation and Arbitration Services | owner | Filer |
| Pierce County Public Transportation Benefit Area Corporation Pierce County public transportation agency Paid by a government agency: 1 payment(s) listed | Commissioner | Filer |
| The David M. Iverson Trust family trust | Co-Trustee | Filer |
Real estate 4
| Where | Whose | Assessed value | Mortgages and liens |
|---|---|---|---|
| Lakewood, WA | Filer, Spouse | $1,000,000 or more | JPMorgan Chase Bank, N.A. ($200,000–$499,999) |
| Tacoma, WA | Filer | $750,000–$999,999 | First Citizens Bank ($200,000–$499,999) |
| Tacoma, WA | Filer | $500,000–$749,999 | First Citizens Bank ($200,000–$499,999) |
| Pacific Beach, WA | Filer, Spouse | $750,000–$999,999 | Olympia Federal Savings ($500,000–$749,999) |
Street addresses are on the PDC's copy; we show the city only.
Other debts 7
| Owed to | Whose | Owed now | Terms |
|---|---|---|---|
| Honda Financial | Filer, Spouse | $0–$29,999 | 36 Month Auto Lease -- $465/Month |
| Wells Fargo Auto - Tesla | Filer | $30,000–$59,999 | 72 month auto loan |
| Marriott Ownership Resorts | Filer, Spouse | $0–$29,999 | 10 years with monthly payments of $357 |
| USAA Federal Savings Bank | Filer, Spouse | $0–$29,999 | 70 month auto loan at $329 per month |
| Third Federal Savings & Loan - Equity Line | Filer | $200,000–$499,999 | Monthly Interest Only Payments |
| Vistana Portfolio Services, Inc. - Westin Flex Vacations | Filer, Spouse | $0–$29,999 | Monthly Payment |
| BHG Financial | Filer | $30,000–$59,999 | $357 a month |
Values are the F-1's brackets (exact for gifts). Includes a spouse's or domestic partner's interests. Includes 1 dependent's interests; their names aren't shown.