Jason Paul Wiltse

Current Employers

Employment History

• 09/2008 → Present
  College Street Enterprises, Llc
  Urbandale, IA
• 09/2008 → Present
  Binnacle Investments
  West Des Moines, IA
• 11/2009 → Present
  Fareway Stores, Inc.
  Boone, IA
• 04/2007 → Present
  Wilon Wealth Management
  Urbandale, IA
• 08/2010 → Present
  Fareway Stores, Inc.
  Boone, IA
• 10/2015 → 05/2021
  Securities America Inc.
  Urbandale, IA
• 10/2015 → 05/2021
  Securities America Advisors
  Urbandale, IA
• 05/2021 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY
• 05/2021 → Present
  Wilon Wealth Management
  Urbandale, IA

Previous Registrations

• 2015-10-29 → 2021-05-07
  Securities America Advisors, Inc.
  Urbandale, IA
• 2011-12-07 → 2015-11-04
  Osaic Services, Inc.
  Urbandale, IA
  Urbandale, IA
• 2007-04-02 → 2011-12-01
  Berthel, Fisher & Company Financial Services, Inc.
  Urbandale, IA
  West Des Moines, IA
• 2005-05-17 → 2007-04-10
  Waddell & Reed
  Des Moines, IA
  Norwalk, IA

Other Businesses

Binnacle Investments DBA Wilon Wealth Management - Investment related - 2400 86th street, ste 32, Urbandale IA 50322 - Financial Services - Owner, Wealth Advisor, Investment Advisor Representative, Insurance Agent - 3/13/2007 - 160 hours/160 trading hours a month - Design, Evaluate, Implement and monitor financial plans, investment strategies and risk management solutions._____ College Street Enterprises, LLC - Investment related - 2400 86th st, ste 32, Urbandale, IA 50322 - Real Estate Property Management/Ownership - Member - 9/2008 - 2 hours/0trading hours a month - Execute leases, collect rent, make property management/ownership decisions.______ Paul S and Maryellen l Beckwith Charitable Foundation BOD - Not investment related - 715 8th st, Boone IA 50036 - Non Profit board of directors - board member - 10/2013 - 1 hour/0 trading hours a month - Attend annual meeting, vote on charitable distributions, attend charity functions_____ Fareway Stores Board of Directors - not investment related - 715 8th st, Boone IA 50036 - Board of Directors - board member, compensation committee chair - 2/18/2019 - 5 hours/1 trading hours a month - Attend quarterly meetings, evaluate company/officer performance on board/committee business, attend store openings_______ Paul S Beckwith trust - investment related - 715 8th Boone, IA 50036 - Trustee - Trustee - 2/12/2017 - 3 hours/0 trading hours a month - Attend annual meeting, review trust financial statements, motion and vote on trust business_____ Alan Wiltse trust - not investment related - 715 8th st. Boone IA 50036 - Trustee - Trustee - 12/22/2012 - 1 hour/0 trading hours a month - Vote company stock, pay distributions to beneficiaries, hire professionals (CPA, Attorney, etc), other trust business.

Exams

• S66 Uniform Combined State Law Examination
  2005-04-28