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Jason Whalen
CITY COUNCIL MEMBER · CITY OF LAKEWOOD
← Washington filingsFiled Mar 23, 2026 · Period Jan 1, 2025 – Dec 31, 2025
Reported accounts & holdings
| Account / asset | Category | Reported owner | Value range | Income range |
|---|---|---|---|---|
| Checking--Personal AccountWells Fargo Bank | bank account | filer, spouse | $30,000 – $59,999 | $0 – $29,999 |
| SavingsWells Fargo Bank | bank account | filer, spouse | $0 – $29,999 | Not reported |
| CheckingFirst Citizens Bank | bank account | filer | $0 – $29,999 | Not reported |
| SavingsFirst Citizens Bank | bank account | filer | $0 – $29,999 | Not reported |
| SavingsFacet Wealth, Inc. | bank account | filer | $0 – $29,999 | $0 – $29,999 |
| AnnuityTransamerica | insurance | filer | $200,000 – $499,999 | Not reported |
| AnnuityTransamerica | insurance | spouse | $60,000 – $99,999 | Not reported |
| AnnuityTransamerica | insurance | spouse | $60,000 – $99,999 | Not reported |
| IRA Account (Stocks, Bonds, Mutual Funds) for JasonFidelity Investments | investment | filer, spouse | $0 – $29,999 | $0 – $29,999 |
| IRA Account (Stocks, Bonds, Mutual Funds) for GaelFidelity Investments | investment | filer, spouse | $0 – $29,999 | $0 – $29,999 |
| Stocks, BondsFederal Retirement Thrift Savings Plan | investment | spouse | $0 – $29,999 | Not reported |
| Mutual Funds, Stocks, Bonds, SecuritiesCharles Schwab Account -- 401k for Gael | investment | spouse | $60,000 – $99,999 | Not reported |
| Mutual FundsICMA-RC (City of Lakewood 457 Account) | investment | filer | $0 – $29,999 | Not reported |
| Mutual FundVCSP/CollegeAmerica American Funds | investment | filer | $0 – $29,999 | Not reported |
| PERS 2 Retirement AccountWashington State Department of Retirement Systems | investment | filer | $60,000 – $99,999 | Not reported |
| IRA - JasonFacet Wealth | investment | filer, spouse | $750,000 – $999,999 | $0 – $29,999 |
| IRA - GaelFacet Wealth | investment | filer, spouse | $100,000 – $199,999 | $0 – $29,999 |
| Deferred CompMissionSquare Retirement | investment | filer | $30,000 – $59,999 | Not reported |
| Willamette Valley Vineyards, Inc. · WVVIPStock | stocks | filer, spouse | $0 – $29,999 | $0 – $29,999 |