Jason Wilde, financial advisor Centerville UT
90 score

Jason Wilde

CRD 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.

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Company Name Location Dates Years
Wealth Navigation, LLC Centerville, UT Dec 2015 - Current 2
Dartmouth Consulting And Insurance American Fork, ID Apr 2014 - Current 4
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
Contact Info for Jason R. Wilde
Phone Number: 801-335-8200
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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