JW
Jason R. Wetsel
VAN HULZEN FINANCIAL ADVISORS
Eagle, ID 83616
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CRD#: 5125218
JW
Professional summary
Jason Richard Wetsel, who also goes by Jason Wetsel, is a registered financial advisor currently at VAN HULZEN FINANCIAL ADVISORS located in Eagle, Idaho.
Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Jason has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jason Wetsel
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.
1. 04/13/2015: TNT HOLDINGS LLC - INV REL - 4065 MOTHER LODE DR. STE B, SHINGLE SPRINGS, CA 95682 - REAL ESTATE RENTAL - START 04/15/2015 - 1 HR/MO NONE DURING SECS TRDG HRS - CO-OWNER
2. Wetsel Financial, Inc. DBA for Van Hulzen Asset Management Business - 4065 Mother Lode Dr., Suite B, Shingle Springs, CA 95682
3. Non Variable Insurance - 4065 Mother Lode Dr., Suite B, Shingle Springs, CA 95682 -1% of time spent - Sales. Insurance Types: Life, Long Term Care, Disability, Term Care.
CRS (Client Relationship Summary) - RIA
Click below to view Jason Richard Wetsel'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
August 9, 2017 - Present
VAN HULZEN FINANCIAL ADVISORS
Office #1: 1159 E Iron Eagle Drive Suite 170, Eagle, ID 83616RIA
CRD#: 116632
Eagle, ID
Past
February 1, 2011 - September 5, 2017
LPL FINANCIAL LLC
RIA
CRD#: 6413
SHINGLE SPRINGS, CA
Past
January 28, 2011 - September 5, 2017
LPL FINANCIAL LLC
BD
CRD#: 6413
SHINGLE SPRINGS, CA
Past
January 18, 2007 - February 2, 2011
EDWARD JONES
RIA
CRD#: 250
PLACERVILLE, CA
Past
June 6, 2006 - February 2, 2011
EDWARD JONES
BD
CRD#: 250
PLACERVILLE, CA
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".
VH
VAN HULZEN FINANCIAL ADVISORS
BANDELIER ASSET MANAGEMENT A DIVISION OF VAN HULZEN ASSET MANAGEMENT, LLC | WETSEL FINANCIAL | VAN HULZEN FINANCIAL ADVISORS | VAN HULZEN ASSET MANAGEMENT, LLC | VAN HULZEN ASSET MANAGEMENT | SCHREUR FINANCIAL | GOALPATH FINANCIAL PLANNING
CRD#: 116632 / SEC#: 801-61884
RIA
Registered Investment Advisory firm - (3/14/2003 Approved)California
Registered Investment Advisory firm - (5/8/2003 Terminated)Colorado
Registered Investment Advisory firm - (12/31/2002 Terminated)Texas
Registered Investment Advisory firm - (6/19/2003 Terminated)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
Arizona(9/12/2017)
IAR
California(8/9/2017)
IAR
Idaho(7/2/2020)
IAR
Nevada(8/18/2017)
IAR
Washington(9/15/2017)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
VH
VAN HULZEN FINANCIAL ADVISORS
BANDELIER ASSET MANAGEMENT A DIVISION OF VAN HULZEN ASSET MANAGEMENT, LLC | WETSEL FINANCIAL | VAN HULZEN FINANCIAL ADVISORS | VAN HULZEN ASSET MANAGEMENT, LLC | VAN HULZEN ASSET MANAGEMENT | SCHREUR FINANCIAL | GOALPATH FINANCIAL PLANNING
CRD#: 116632 / SEC#: 801-61884
RIA
Registered Investment Advisory firm - (3/14/2003 Approved)California
Registered Investment Advisory firm - (5/8/2003 Terminated)Colorado
Registered Investment Advisory firm - (12/31/2002 Terminated)Texas
Registered Investment Advisory firm - (6/19/2003 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4370 Town Center Blvd. Suite 220, El Dorado Hills, CA 95762
Mailing Address
Phone number
(916) 608-4284
Established
Firm type
Fiscal year end
# of Employees
23
SEC notice filing (14 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,701 |
| AUM (Assets Under Management) | $ 1,859,922,004 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
