Jason
Thostesen

Wbi Investments, LLC

CRD#5874234
Investment Advisor
in Red Bank, NJ

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About this Advisor

Jason Thostesen is a financial advisor based in Red Bank, New Jersey, with 12 years of relevant experience. Thostesen is on the advisory team at Wbi Investments, LLC. They have been with Wbi Investments, Llc for their entire career. Thostesen maintains a Series 65 license, qualifying them as an investment advisor representative, and is able to operate in New Jersey. Wbi Investments, LLC is a registered investment company that has its headquarters in Red Bank, NJ. It controls $582 million in assets under management among its 1,569 customer accounts, placing it among the larger financial advisory firms in the United States by assets under management. The firm advises eight charities and foundations. Of its 1,569 accounts, just 6% are held by high-net-worth clients who have at least $1 million in assets. The advisory firm offers a broad assortment of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, selection of other advisers, publication of newsletters, market timing services and educational seminars. Fees charged by financial advisors vary depending on which services the firm provides the client. Fee types billed by Wbi Investments, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 65

Years Registered*

12 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters, Market timing services, Educational seminars/workshops

Fee Structure

Percentage of Assets

Office Location

One River Centre - 331 Newman Springs Road Suite 105
Red Bank, NJ 07701

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Wbi Investments, LLC Brokerage Details

Total Assets Under Management

$581,756,275

NJ Average: $10,121,009,343
Total Number of Employees

22

NJ Average: 92
Total Number of Accounts

1,569

NJ Average: 6,978
Average Account Size

$370,782

NJ Average: $1,450,417

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Market timing services
  • Educational seminars/workshops

Jason Thostesen Work History

Jason has been registered as a financial advisor for 12 years.*

2009 - Present (15 years)

Wbi Investments

*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 Jason Thostesen 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 Wbi Investments, LLC

Steven Van Solkema
Red Bank, NJ
Robert Morgan
Red Bank, NJ
Richard Kundracik
Red Bank, NJ
Matthew Schreiber
Red Bank, NJ
Jason Thostesen
Red Bank, NJ
William Gerics
Red Bank, NJ
Robert Confessore
Red Bank, NJ
Donald Schreiber
Red Bank, NJ

The content in this profile was updated by SmartAsset on 4/16/2023. 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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