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 4 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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.