Jason Wilson
Advisor at Hallett Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Hallett Advisors
Location
Port Angeles, WA 98362
Credentials
Series 65
Industry experience
4 years
Fee options
Up to 1.00% annually; negotiable based on client circumstances.
Commission-based compensation earned by persons licensed as independent insurance agents for selling insurance products, separate and in addition to advisory fees.
$350 per hour for financial planning and consultation services, expert witness services, and modular consulting.
Account minimum: No minimum stated; however, firm may terminate accounts that fall below a minimum size deemed too small to manage effectively (amount not specified).
Work history
Hallett Advisors
2017 - Present (9 years)
H&R block
2015 - 2017 (2 years)
Redlion Hotels
2015 - 2016 (1 year)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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