JW
JW
Jason Wilburn
22 Years of Experience
Westlake Village, CA
1 DisclosureBroker
Jason Wilburn is a registered investment advisor at Wells Fargo Advisors, based in Westlake Village, CA, with 22 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Loading...
Location
200 N Westlake Blvd, Ste 202, Westlake Village, CA, 91362
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2014Denied
Other Business Activities
Jason has 100% ownership of Wilburn & Associates LLC, a business unrelated to investments. This takes nearly full-time hours.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
July 2023 - Present · 3 yrs
Wells Fargo Advisors
July 2023 - Present · 3 yrs
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2012 - July 2023 · 10 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2012 - July 2023 · 10 yrs 10 mos
Morgan Stanley Smith Barney LLC
December 2010 - September 2012 · 1 yr 9 mos
Morgan Stanley Smith BarneyBroker
November 2010 - September 2012 · 1 yr 10 mos
Edward JonesBroker
March 1997 - September 2004 · 7 yrs 6 mos
State Registrations5 states
CACOMAMDNY
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.