Jason WilsonCRD Number: 7493195
Current Firm: Hallett Advisors
Jason Wilson (CRD# 7493195) is an Investment Advisor Representative working at Hallett Advisors in Port Angeles, WA and has 1 year of experience in the finance industry.
D.a. Davidson & Company
|Hallett Advisors||Port Angeles, WA||May 2017 - Current||5|
|H&r Block||Port Angeles, WA||Dec 2015 - May 2017||1|
|Redlion Hotels||Port Angeles, WA||Mar 2015 - Dec 2016||1|
|Unemployed||Port Angeles, WA||Sep 2014 - Feb 2015||< 1|
|Petersberg Indian Association||Petersburg, AK||Aug 2012 - Sep 2014||2|
|Columbine Health Systems||Fort Collins, CO||Jan 2010 - Aug 2012||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2021|
Total Assets Under Management125MILLIONS
Total Number of Accounts672ACCOUNTS
Average Account Value$186,401
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, FL, OR, TX, WA
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