Brian
Jass
Wilian Securities, LLC
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About this Advisor
Brian Jass is a financial advisor working out of Medina, Minnesota, with a total of 1 year of industry experience. Jass is an employee of Wilian Securities, LLC. Their career trajectory has included roles 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. Jass has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Minnesota. Wilian Securities, LLC is an advisory business operating in Medina, Minnesota. It administers $39 million in assets under management between its 293 client accounts, placing it among the smaller investment advisory firms in the United States by assets under management. Of its 293 client accounts, just 6% are held by high-net-worth clients who have at least $1 million in assets available to invest. Wilian Securities, Llc provides portfolio management for individuals and small businesses. Financial advisory fees usually depend on which service is offered. However, fee types billed by Wilian Securities, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wilian Securities, LLC Brokerage Details
$38,500,000
4
293
$131,399
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Brian Jass Work History
Brian has been registered as a financial advisor for 1 years.*
Wilian Securities, LLC
Great Waters Wealth Management
Cetera Advisor Networks LLC
Advisornet Wealth Management
Great Waters Financial
Wells Fargo Bank/Wells Fargo Advisors
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Medina, MN
Medina, MN
Medina, MN
Medina, MN
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