Jason WildeCRD Number: 6205441
Current Firm: Wealth Navigation Advisors
Jason Wilde (CRD# 6205441) is an Investment Advisor Representative working at Wealth Navigation Advisors in Centerville, UT and has over 3 years of experience in the finance industry.
Uma Financial Services Inc.
Foresters Equity Services, Inc.
|Wealth Navigation, LLC||Centerville, UT||Dec 2015 - Current||1|
|Dartmouth Consulting And Insurance||American Fork, ID||Apr 2014 - Current||3|
|Halifax Capital Advisors||American Fork, ID||Apr 2014 - Dec 2015||1|
|Wealth Navigation, LLC||Salt Lake City, UT||May 2013 - Apr 2014||< 1|
|Ernst & Young, LLP||Salt Lake City, UT||Jan 2013 - Apr 2013||< 1|
|Nice Guys Lending Services||Orem, UT||Oct 2011 - Jan 2013||1|
|Brigham Young University||Provo, UT||Aug 2010 - Apr 2012||1|
|Exceptional Accounting Services||Orem, UT||Oct 2010 - Oct 2011||1|
|Mountain Loan Centers||Provo, UT||Oct 2009 - Oct 2010||1|
|Davis School District||Kaysville, UT||Aug 2003 - Aug 2009||6|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 2013|
Total Assets Under Management62MILLIONS
Total Number of Accounts522ACCOUNTS
Average Account Value$118,774
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, ID, TX, UT, WA
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