Jason Wheeler
Owner, Pathfinder Wealth Consulting
- Role
- Owner & Wealth Advisor at Pathfinder Wealth Consulting
- Location
- Wilmington, NC, US
- LinkedIn followers
- 500 followers
About Jason Wheeler
Founding partner of Pathfinder Wealth Consulting. Certified Private Wealth…
Experience
Owner & Wealth Advisor
Jun 2005 — Present · Wilmington, NC, US
Advisory Services offered through Commonwealth Financial Network, a Registered Investment Adviser. Pathfinder Wealth Consulting, 4018 Oleander Drive, Suite 102, Wilmington, NC 28••••••••16.Please review our Terms of Use here:
Education
University of North Carolina Wilmington
Master, Business Administration
2001 — 2003
University of North Carolina Wilmington
BS, Finance
1997 — 1999
Skills
- Strategic Financial Planning
- Retirement Planning
- Series 7
- Investments
- Retirement
- Portfolio Management
- Finance
- Life Insurance
- Investment Advisory
- Estate Planning
- Wealth Management
- Financial Planners
- Financial Services
- Uniform Combined State Law
- Asset Management
- Iras
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