Jason R. Wilburn

CLARITY WEALTH MANAGEMENT | Senior Financial Advisor

BELCHERTOWN, MA

CRD#: 2855886

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Professional summary

Jason Russell Wilburn is a registered financial advisor currently at CLARITY WEALTH MANAGEMENT LLC located in Belchertown, Massachusetts.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Jason has worked at 5 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Russell Wilburn's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 11, 2026 - Present

CLARITY WEALTH MANAGEMENT LLC

RIA

CRD#: 318575

BELCHERTOWN, MA

Past

July 13, 2023 - May 21, 2026

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA

CRD#: 11025

WESTLAKE VILLAGE, CA

Past

July 13, 2023 - May 21, 2026

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

WESTLAKE VILLAGE, CA

Past

September 18, 2012 - July 17, 2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

WESTLAKE VILLAGE, CA

Past

September 17, 2012 - July 17, 2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

WESTLAKE VILLAGE, CA

Past

December 16, 2010 - September 27, 2012

MORGAN STANLEY

RIA

CRD#: 149777

LOS ANGELES, CA

Past

November 16, 2010 - September 27, 2012

MORGAN STANLEY

CRD#: 149777

LOS ANGELES, CA

Past

March 24, 1997 - September 16, 2004

EDWARD JONES

CRD#: 250

ST. LOUIS, MO

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(5/11/2026)

IAR

Massachusetts
(5/19/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/15/2010

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 3/26/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/15/2010

General Securities Representative Examination

Current Firm

CLARITY WEALTH MANAGEMENT LLC

CLARITY WEALTH MANAGEMENT LLC | STEADFAST WEALTH MANAGEMENT LLC

CRD#: 318575 / SEC#:

California

Registered Investment Advisory firm - (7/13/2022 Approved)

Massachusetts

Registered Investment Advisory firm - (3/24/2022 Approved)

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Contact information

Main Address

432 Greenfield Road 2nd Fl Box 268, Montague, MA, 01351

Mailing Address

Phone number

(413) 200-0541

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	33
AUM (Assets Under Management)	$ 5,137,823

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Jason R. Wilburn

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Russell Wilburn's CRS (Customer Relationship Summary).

Certified licenses

Experience

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MORGAN STANLEY

MORGAN STANLEY

EDWARD JONES

State Registrations and Notice Filings

Exams

Series 66

Date: 12/15/2010

Series 63

Date: 3/26/1997

SIE

Date: 10/1/2018

Series 7

Date: 11/15/2010

Current Firm

CLARITY WEALTH MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CLARITY WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

Contact information

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