Jason Wilson (CRD# 7493195) is an Investment Advisor Representative working at Hallett Advisors in Port Angeles, WA and has over 2 years of experience in the finance industry.
CRD# 1360876
Edward Jones
CRD# 6657665
Edward Jones
CRD# 2191836
D.a. Davidson & Company
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hallett Advisors | Port Angeles, WA | May 2017 - Current | 6 |
| 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2021 |
- WA
-
Total Assets Under Management130MILLIONS
-
Total Number of Accounts716ACCOUNTS
-
Average Account Value$182,072
- A percentage of assets under your management
- Hourly charges
- Other
- 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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