Jason Wheeler
Jason Wheeler is a CFP, ChFC-designated registered investment advisor at Pathfinder Wealth Consulting, based in Wilmington, NC, with 26 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 654 clients with $870M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pathfinder Wealth Consulting offers investment management through several programs, each with different fee structures. The fees are based on a percentage of the assets managed. The exact cost depends on the program you choose, the size of your account, the types of investments, and how often your account is traded. The fees may be negotiable.
Location
4018 Oleander Drive, Suite 102, Wilmington, NC, 28403
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jason sells fixed insurance products since 2001, dedicating about 10% of his time. He is also the co-owner and president of Pathfinder Wealth Consulting, Inc., which facilitates securities, advisory, and insurance business, taking up all of Jason's time.
Employment History
Current Registrations
Pathfinder Wealth Consulting
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Ifg Network Securities, INC.Broker
State Registrations2 states
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.