Jason R. Wilson

HALLETT ADVISORS

Port Angeles, WA 98362

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CRD#: 7493195

Professional summary

Jason Robert James Wilson is a registered financial advisor currently at HALLETT ADVISORS located in Port Angeles, Washington.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Jason has worked at 1 firm and has passed the Series 65 exam.

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 Robert James Wilson'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

January 20, 2022 - Present

HALLETT ADVISORS

Office #1: 1506 East First Street, Port Angeles, WA 98362

RIA

CRD#: 306187

Port Angeles, WA

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".

HALLETT ADVISORS

HALLET ADVISORS | HALLETT INVESTMENTS, LLC | HALLETT ADVISORS

CRD#: 306187 / SEC#: 801-117651

RIA

Registered Investment Advisory firm - (11/18/2019 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.

Highlighted states indicate IAR registrations

IAR

Texas
(10/15/2025)

IAR

Washington
(1/20/2022)

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 65

Date: 12/7/2021

Uniform Investment Adviser Law Examination

Current Firm

HALLETT ADVISORS

HALLET ADVISORS | HALLETT INVESTMENTS, LLC | HALLETT ADVISORS

CRD#: 306187 / SEC#: 801-117651

RIA

Registered Investment Advisory firm - (11/18/2019 Approved)

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Contact information

Main Address

1506 East First Street, Port Angeles, WA 98362

Mailing Address

P.o. Box 3050, Port Angeles, WA 98362

Phone number

(360) 457-6000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

HALLETT INVESTMENTS, LLC DISCLOSURE BROCHURE (2/20/2025)

Regulatory assets under management

Total Number of Accounts	746
AUM (Assets Under Management)	$ 145,197,577

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.

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Jason R. Wilson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Robert James Wilson's CRS (Customer Relationship Summary).

Certified licenses

Experience

HALLETT ADVISORS

Primary Firm SEC Registration

HALLETT ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 12/7/2021

Current Firm

HALLETT ADVISORS

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HALLETT ADVISORS

TRUST BUT VERIFY

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