Brian
Jass

Wilian Securities, LLC

CRD#5837775
Investment Advisor
in Saint Paul, MN

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About this Advisor

Brian Jass is a financial advisor based in Saint Paul, Minnesota, working with Wilian Securities, LLC. Brian has previously held positions at Wells Fargo Bank/Wells Fargo Advisors, Advisornet Wealth Management, Great Waters Financial, Cetera Advisor Networks LLC, Great Waters Wealth Management, and Wilian Securities, LLC. Brian has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Minnesota. Currently, Brian is part of Wilian Securities, LLC, which operates out of Saint Paul, Minnesota. The firm has 5 employees and manages assets totaling $75.2 million. The firm serves high-net-worth clients and offers portfolio management for individuals and small businesses. The fee structure at Wilian Securities, LLC includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

3640 Talmage Circle St 100
Saint Paul, MN 55110

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Wilian Securities, LLC Brokerage Details

Total Assets Under Management

$75,200,000

MN Average: $5,289,111,388
Total Number of Employees

5

MN Average: 157
Total Number of Accounts

138

MN Average: 8,262
Average Account Size

$544,928

MN Average: $640,173

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Brian Jass Work History

2022 - Present (2 years)

Wilian Securities, LLC

2022 - 2022 (< 1 year)

Great Waters Wealth Management

2018 - 2019 (1 year)

Cetera Advisor Networks LLC

2016 - 2022 (6 years)

Advisornet Wealth Management

2016 - 2022 (6 years)

Great Waters Financial

2007 - 2016 (9 years)

Wells Fargo Bank/Wells Fargo Advisors

Disclosures

Please visit the SEC profile of Brian Jass 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 Wilian Securities, LLC

Will Johnson
Saint Paul, MN
Megan Nadeau
Saint Paul, MN
Patrick Manning
Saint Paul, MN
Cody Nadeau
Saint Paul, MN
Brian Jass
Saint Paul, MN

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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