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BJ

Brian J. Jass

WILIAN SECURITIES
Medina, MN 55110
Some features on this profile are disabled
CRD#: 5837775
BJ

Professional summary

Brian Jeffrey Jass is a registered financial advisor currently at WILIAN SECURITIES, LLC located in Medina, Minnesota.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Brian has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 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 Brian Jeffrey Jass's CRS (Customer Relationship Summary).
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

September 2, 2022 - Present

WILIAN SECURITIES, LLC

Office #1: 3640 Talmage Circle St 100, Medina, MN 55110
RIA
CRD#: 322924
Medina, MN
Past

April 11, 2022 - August 8, 2022

GREAT WATERS FINANCIAL

RIA
CRD#: 308215
Vadnais Heights, MN
Past

January 9, 2018 - February 19, 2019

CETERA WEALTH SERVICES, LLC

RIA
CRD#: 13572
MINNEAPOLIS, MN
Past

January 9, 2018 - February 19, 2019

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
MINNEAPOLIS, MN
Past

February 23, 2016 - April 28, 2022

ADVISORNET WEALTH PARTNERS

RIA
CRD#: 113074
Vadnais Heights, MN
Past

January 22, 2014 - January 20, 2016

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
ROSEVILLE, MN
Past

January 3, 2011 - January 20, 2016

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ROSEVILLE, MN
Past

October 29, 2010 - January 3, 2011

WELLS FARGO INVESTMENTS, LLC

BD
CRD#: 10582
ARDEN HILLS, MN

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".
WS
WILIAN SECURITIES, LLC
WILIAN FINANCIAL GROUP | WILIAN SECURITIES, LLC | WILIAN FINANCIAL GROUP, LLC

CRD#: 322924 / SEC#: 801-126504

RIA
Registered Investment Advisory firm - (9/2/2022 Approved)
Minnesota
Registered Investment Advisory firm - (7/30/2024 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
Minnesota
(9/2/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/1/2016
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 11/9/2010
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/15/2012
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 10/28/2010
Investment Company Products/Variable Contracts Representative Examination

Current Firm

WS
WILIAN SECURITIES, LLC
WILIAN FINANCIAL GROUP | WILIAN SECURITIES, LLC | WILIAN FINANCIAL GROUP, LLC

CRD#: 322924 / SEC#: 801-126504

RIA
Registered Investment Advisory firm - (9/2/2022 Approved)
Minnesota
Registered Investment Advisory firm - (7/30/2024 Terminated)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
3640 Talmage Circle St 100, Vadnais Heights, MN 55110
Mailing Address
Phone number
(651) 243-0535
Established
Firm type
Fiscal year end
# of Employees
7

SEC notice filing (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A-WILIAN SECURITIES, LLC (1/2/2026)

Regulatory assets under management

Total Number of Accounts765
AUM (Assets Under Management)$ 143,790,000

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.

Company Information

WILIAN SECURITIES, LLC

CRD#: 322924Medina, MN 55110

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