JW
Jason P. Wiltse
WILON WEALTH MANAGEMENT
Urbandale, IA 50322
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CRD#: 4930051
JW
Professional summary
Jason Paul Wiltse is a registered financial advisor currently at WILON WEALTH MANAGEMENT located in Urbandale, Iowa and PURSHE KAPLAN STERLING INVESTMENTS located in Urbandale, Iowa.
Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Jason has worked at 7 firms and has passed the Series 66, 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.
Binnacle Investments DBA Wilon Wealth Management - Investment related - 2400 86th street, ste 32, Urbandale IA 50322 - Financial Services - Owner, Wealth Advisor, Investment Advisor Representative, Insurance Agent - 3/13/2007 - 160 hours/160 trading hours a month - Design, Evaluate, Implement and monitor financial plans, investment strategies and risk management solutions._____ College Street Enterprises, LLC - Investment related - 2400 86th st, ste 32, Urbandale, IA 50322 - Real Estate Property Management/Ownership - Member - 9/2008 - 2 hours/0trading hours a month - Execute leases, collect rent, make property management/ownership decisions.______ Paul S and Maryellen l Beckwith Charitable Foundation BOD - Not investment related - 715 8th st, Boone IA 50036 - Non Profit board of directors - board member - 10/2013 - 1 hour/0 trading hours a month - Attend annual meeting, vote on charitable distributions, attend charity functions_____ Fareway Stores Board of Directors - not investment related - 715 8th st, Boone IA 50036 - Board of Directors - board member, compensation committee chair - 2/18/2019 - 5 hours/1 trading hours a month - Attend quarterly meetings, evaluate company/officer performance on board/committee business, attend store openings_______ Paul S Beckwith trust - investment related - 715 8th Boone, IA 50036 - Trustee - Trustee - 2/12/2017 - 3 hours/0 trading hours a month - Attend annual meeting, review trust financial statements, motion and vote on trust business_____ Alan Wiltse trust - not investment related - 715 8th st. Boone IA 50036 - Trustee - Trustee - 12/22/2012 - 1 hour/0 trading hours a month - Vote company stock, pay distributions to beneficiaries, hire professionals (CPA, Attorney, etc), other trust business.
CRS (Client Relationship Summary) - RIA
Click below to view Jason Paul Wiltse'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®
NoneExperience
Current
May 5, 2021 - Present
WILON WEALTH MANAGEMENT
Office #1: 2400 86th Street Suite 32, Urbandale, IA 50322RIA
CRD#: 313185
Urbandale, IA
Current
May 5, 2021 - Present
PURSHE KAPLAN STERLING INVESTMENTS
Office #1: 2400 86th St Suite 32, Urbandale, IA 50322Office #2: 414 Main Street, Sac City, IA 50583BD
CRD#: 35747
Urbandale, IA
Past
October 29, 2015 - May 7, 2021
SECURITIES AMERICA ADVISORS, INC.
RIA
CRD#: 110518
URBANDALE, IA
Past
October 29, 2015 - May 7, 2021
SECURITIES AMERICA, INC.
BD
CRD#: 10205
SAC CITY, IA
Past
December 7, 2011 - November 4, 2015
OSAIC SERVICES, INC.
RIA
CRD#: 133763
URBANDALE, IA
Past
December 2, 2011 - November 4, 2015
OSAIC SERVICES, INC.
BD
CRD#: 133763
URBANDALE, IA
Past
April 3, 2007 - December 1, 2011
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
BD
CRD#: 13609
URBANDALE, IA
Past
April 2, 2007 - December 1, 2011
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
RIA
CRD#: 13609
URBANDALE, IA
Past
May 17, 2005 - April 10, 2007
WADDELL & REED
RIA
CRD#: 866
W. DES MOINES, IA
Past
March 28, 2005 - April 10, 2007
WADDELL & REED
BD
CRD#: 866
W. DES MOINES, IA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WW
WILON WEALTH MANAGEMENT
BINNACLE INVESTMENTS, INC. | WILSON WEALTH MANAGEMENT | WILON WEALTH MANAGEMENT
CRD#: 313185 / SEC#: 801-120747
RIA
Registered Investment Advisory firm - (4/9/2021 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(5/5/2021)
RR
Florida(5/5/2021)
RR
Illinois(5/5/2021)
RR
Iowa(5/5/2021)
IAR
Iowa(5/5/2021)
RR
Kansas(6/30/2021)
RR
Minnesota(5/12/2021)
RR
Missouri(5/5/2021)
RR
Nebraska(5/5/2021)
RR
Ohio(5/5/2021)
RR
South Dakota(7/9/2021)
RR
Texas(7/1/2021)
IAR
Texas(7/2/2021)
RR
Wisconsin(6/29/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
WW
WILON WEALTH MANAGEMENT
BINNACLE INVESTMENTS, INC. | WILSON WEALTH MANAGEMENT | WILON WEALTH MANAGEMENT
CRD#: 313185 / SEC#: 801-120747
RIA
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Contact information
Main Address
2400 86th Street Suite 32, Urbandale, IA 50322
Mailing Address
Phone number
(515) 225-9500
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (8 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 866 |
| AUM (Assets Under Management) | $ 217,434,618 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
WILON WEALTH MANAGEMENT
CRD#: 313185Urbandale, IA 50322TRUST BUT VERIFY
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