Jason
Wetsel
Van Hulzen Financial Advisors
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About this Advisor
Jason Wetsel is a financial advisor based in Shingle Springs, California, working with Van Hulzen Financial Advisors. Jason has previously held positions at Lpl Financial, LLC and Van Hulzen Asset Management, LLC. Jason has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Arizona, California, Idaho, Nevada, and Washington. Currently, Jason is part of Van Hulzen Financial Advisors, which operates out of Shingle Springs, California. The firm has 2 offices and 19 employees. The firm manages assets totaling $2.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and other services. The fee structure at Van Hulzen Financial Advisors includes asset-based, hourly, performance-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Van Hulzen Financial Advisors Brokerage Details
$1,993,819,811
19
2,486
$802,019
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Other
Jason Wetsel Work History
Van Hulzen Asset Management, LLC
Lpl Financial, LLC
Disclosures
Please visit the SEC profile of Jason Wetsel to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Van Hulzen Financial Advisors
El Dorado Hills, CA
El Dorado Hills, CA
El Dorado Hills, CA
El Dorado Hills, CA
El Dorado Hills, CA
El Dorado Hills, CA
Shingle Springs, CA
El Dorado Hills, CA
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