Jason Wilson, financial advisor Port Angeles WA

Jason Wilson

CRD 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.

Similar Advisors
Daniel Abbott, financial advisor Port Angeles WA
Daniel Abbott
CRD# 1360876
Edward Jones
Similar Advisors
Theresa Alcayaga, financial advisor Port Angeles WA
Theresa V. Alcayaga
CRD# 6657665
Edward Jones
Similar Advisors
Kurt Anderson, financial advisor Port Angeles WA
Kurt J. Anderson
CRD# 2191836
D.a. Davidson & Company
Company Name Location Dates Years
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
Contact Info for Jason R. Wilson
Phone Number: 360-457-6000
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    125
    MILLIONS
  • Total Number of Accounts
    672
    ACCOUNTS
  • Average Account Value
    $186,401
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, FL, OR, TX, WA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

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.