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Jonathan E Wilburn

North Star Asset Management Inc

Neenah, WI

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Current Employers
North Star Asset Management Inc

One Neenah Center, Suite 300, Neenah, WI 54956 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-03-25
  • WI RA
    APPROVED
    Since 2025-03-25

Branch Locations

One Neenah Center, Suite 300, Neenah, WI 54956 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
North Star Asset Management Oshkosh WI 06/2023 Present
University Of Wisconsin Oshkosh Oshkosh WI 01/2019 06/2023
City Of Evanston Evanston IL 06/2017 08/2017
City Of Evanston Evanston IL 06/2018 08/2018
Evanston Township Highschool Evanston IL 09/2014 05/2018
N/A Oshkosh WI 09/2018 12/2018
University Of Wisconsin Oshkosh Oshkosh WI 09/2018 05/2023
  • 06/2023 → Present
    North Star Asset Management
    Oshkosh, WI
  • 01/2019 → 06/2023
    University Of Wisconsin Oshkosh
    Oshkosh, WI
  • 06/2017 → 08/2017
    City Of Evanston
    Evanston, IL
  • 06/2018 → 08/2018
    City Of Evanston
    Evanston, IL
  • 09/2014 → 05/2018
    Evanston Township Highschool
    Evanston, IL
  • 09/2018 → 12/2018
    N/A
    Oshkosh, WI
  • 09/2018 → 05/2023
    University Of Wisconsin Oshkosh
    Oshkosh, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-21
  • S65 Uniform Investment Adviser Law Examination
    2025-03-21

View on SEC IAPD

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STATE FARM INVESTMENT MANAGEMENT CORP.
PFS INVESTMENTS INC.

Other Investors

NEELAM Ramchand KRISHNANEY-DAVISON
JAMES WILLIAM BOLAND
KURT KEVIN HELING
Christopher Tritt
JAMES FRANCES FISCHER
STEVEN GERARD PHIPPS
Ryan Keith Mudge
DEBRA ANNE HACKELGOSTAS

Other Offices

LPL FINANCIAL LLC · NEENAH, WI
OSAIC WEALTH, INC. · NEENAH, WI
LPL FINANCIAL LLC · NEENAH, WI
MML INVESTORS SERVICES, LLC · Neenah, WI
BROOKSTONE WEALTH ADVISORS, LLC · NEENAH, WI
ROBERT W. BAIRD & CO. INCORPORATED · Fox Valley, WI
EDWARD JONES · NEENAH, WI
STATE FARM INVESTMENT MANAGEMENT CORP. · Neenah, WI

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