Jason Wiltse (CRD# 4930051) is an Investment Advisor Representative working at Wilon Wealth Management in Urbandale, IA and has over 19 years of experience in the finance industry.
CRD# 6104973
Black Mammoth LLC
CRD# 6935071
Thrivent Investment Management Inc.
CRD# 4343046
Osaic Wealth, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Purshe Kaplan Sterling Investments | Albany, NY | May 2021 - Current | 3 |
Wilon Wealth Management | Urbandale, IA | May 2021 - Current | 3 |
Fareway Stores, Inc. | Boone, IA | Aug 2010 - Current | 13 |
Fareway Stores, Inc. | Boone, IA | Nov 2009 - Current | 14 |
College Street Enterprises, LLC | Urbandale, IA | Sep 2008 - Current | 15 |
Binnacle Investments | West Des Moines, IA | Sep 2008 - Current | 15 |
Wilon Wealth Management | Urbandale, IA | Apr 2007 - Current | 17 |
Securities America Inc. | Urbandale, IA | Oct 2015 - May 2021 | 5 |
Securities America Advisors | Urbandale, IA | Oct 2015 - May 2021 | 5 |
Sagepoint Financial | Urbandale, IA | Dec 2011 - Oct 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Apr 2005 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- IA
- TX
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Total Assets Under Management184MILLIONS
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Total Number of Accounts799ACCOUNTS
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Average Account Value$229,764
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, FL, IA, IL, KS, NE, TX
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