Jason Wheeler Email & Phone Number
Owner and Wealth Advisor @ Pathfinder Wealth Consulting
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Jason Wheeler Location
- Wilmington, NC, US
Jason Wheeler Work
- Owner and Wealth Advisor @ (June 2005 - Present)
- Financial Advisor @ (June 2001 - June 2005)
- Junior Financial Advisor @ IFG Network Securities (July 1999 - June 2001)
Jason Wheeler Education
- University of North Carolina Wilmington
Master (Business Administration)
2001-2003 - University of North Carolina Wilmington
BS (Finance)
1997-1999 - North Carolina State University 1992-1994
Jason Wheeler Skills
- Financial Planners
- Series 7
- Retirement Planning
- Uniform Combined State Law
- Investments
- Wealth Management
- Estate Planning
- Strategic Financial Planning
- Investment Advisory
- Retirement
- Portfolio Management
- IRAs
- Life Insurance
- Finance
- Financial Services
- Asset Management
Jason Wheeler Summary
- Jason Wheeler, based in Wilmington, NC, US, is currently a Owner and Wealth Advisor at Pathfinder Wealth Consulting. Jason Wheeler brings experience from previous roles at Morgan Stanley and IFG Network Securities. Jason Wheeler holds a 2001 - 2003 Master in Business Administration @ University of North Carolina Wilmington. With a robust skill set that includes Financial Planners, Series 7, Retirement Planning, Uniform Combined State Law, Investments and more. Jason Wheeler has 4 mobile phone numbers on RocketReach.
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Top Pathfinder Wealth Consulting Employees
Jason Wheeler
Owner and Wealth Advisor
Wilmington, NC, US
Maggie Ernst
Partner and Client Services Manager
Wilmington, DE, US
Angela Kelly
Marketing Coordinator
Wilmington, NC, US
Jill Vancleef
Office Administrator
Wilmington, DE, US
Lauren Murphy
Administrative and Marketing Assistant
Chapel Hill, NC, US
Walter Hutsell
Financial Planning Associate
Wilmington, NC, US
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