Jason Richard Wetsel

Employer firm

Van Hulzen Financial Advisors CRD 116632

$2.14B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2011 → 08/2017
  Lpl Financial, Llc
  Shingle Springs, CA
• 08/2017 → Present
  Van Hulzen Asset Management, Llc
  El Dorado Hills, CA

Previous Registrations

• 2011-02-01 → 2017-09-05
  Lpl Financial Llc
  Cameron Park, CA
  San Diego, CA
  Shingle Springs, CA
• 2007-01-18 → 2011-02-02
  Edward Jones
  Fair Oaks, CA
  Placerville, CA
  Cameron Park, CA
  Cameron Park, CA
  St Louis, MO

Other Businesses

1. 04/13/2015: TNT HOLDINGS LLC - INV REL - 4065 MOTHER LODE DR. STE B, SHINGLE SPRINGS, CA 95682 - REAL ESTATE RENTAL - START 04/15/2015 - 1 HR/MO NONE DURING SECS TRDG HRS - CO-OWNER 2. Wetsel Financial, Inc. DBA for Van Hulzen Asset Management Business - 4065 Mother Lode Dr., Suite B, Shingle Springs, CA 95682 3. Non Variable Insurance - 4065 Mother Lode Dr., Suite B, Shingle Springs, CA 95682 -1% of time spent - Sales. Insurance Types: Life, Long Term Care, Disability, Term Care. 4. 4610 Legacy Inc., 200 East Park St., consulting, s-corp, compensation-salary 5. Shepherd's Home/Assisted Living, Stockton, CA, board member

Exams

• S66 Uniform Combined State Law Examination
  2006-12-12
• S63 Uniform Securities Agent State Law Examination
  2006-06-09

Other Names

• Jason Wetsel