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Jason Robert James Wilson

Hallett Advisors

Port Angeles, WA

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Current Employers
Hallett Advisors

1506 East First Street, Port Angeles, WA 98362 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-10-15
WA RA APPROVED 2022-01-20
  • TX RA
    APPROVED_RES
    Since 2025-10-15
  • WA RA
    APPROVED
    Since 2022-01-20

Branch Locations

1506 East First Street, Port Angeles, WA 98362 • 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
Hallett Advisors Port Angeles WA 05/2017 Present
H&R Block Port Angeles WA 12/2015 05/2017
Redlion Hotels Port Angeles WA 03/2015 12/2016
  • 05/2017 → Present
    Hallett Advisors
    Port Angeles, WA
  • 12/2015 → 05/2017
    H&R Block
    Port Angeles, WA
  • 03/2015 → 12/2016
    Redlion Hotels
    Port Angeles, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-12-07
  • S65 Uniform Investment Adviser Law Examination
    2021-12-07

View on SEC IAPD

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Other Offices

UPLEFT ASSET MANAGEMENT · PORT ANGELES, WA
J.P. MORGAN SECURITIES LLC · PORT ANGELES, WA
EDWARD JONES · PORT ANGELES, WA
STATE FARM INVESTMENT MANAGEMENT CORP. · Port Angeles, WA
STATE FARM INVESTMENT MANAGEMENT CORP. · Port Angeles, WA
EDWARD JONES · PORT ANGELES, WA
EDWARD JONES · PORT ANGELES, WA
D.A. DAVIDSON & CO. · PORT ANGELES, WA

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