Jason Wheeler

Owner & Wealth Advisor at Pathfinder Wealth Consulting | Wilmington, North Carolina, United States

About Jason Wheeler

Jason Wheeler is the founding partner of Pathfinder Wealth Consulting, where he leverages his extensive expertise as a CERTIFIED FINANCIAL PLANNER™ Professional and Chartered Financial Consultant to provide tailored financial strategies for clients in the Greater Wilmington area. With a commitment to fiduciary responsibility, Jason is proud to hold the distinction of being the first Accredited Investment Fiduciary® professional in the region, ensuring that his clients receive objective advice rooted in their best interests.

At Pathfinder Wealth Consulting, Jason leads a team dedicated to comprehensive wealth management, focusing on retirement planning, estate planning, and strategic financial planning. His proficiency in investment advisory services is complemented by his FINRA Series 7, 31, 63, and 65 licenses, which enable him to navigate complex financial landscapes and offer a diverse range of investment options. Additionally, Jason holds North Carolina Life & Health Insurance Agent Licenses, as well as certifications in Medicare Supplement and Long-Term Care, allowing him to provide holistic financial solutions that address both immediate and long-term needs.

Key projects under Jason's leadership include the development of customized retirement income strategies that empower clients to achieve financial independence while minimizing risk. His approach emphasizes the importance of aligning investment portfolios with individual goals and risk tolerance, ensuring that clients are well-prepared for life's uncertainties. With a focus on education and transparency, Jason is dedicated to building lasting relationships with his clients, guiding them through every stage of their financial journey. At Pathfinder Wealth Consulting, Jason Wheeler exemplifies a commitment to excellence in wealth management, helping clients navigate their financial futures with confidence.

Jason Wheeler Work

Owner & Wealth Advisor at Pathfinder Wealth Consulting in June 2005 to Present

Financial Advisor at Morgan Stanley in June 2001 to June 2005

Junior Financial Advisor at IFG Network Securities in July 1999 to June 2001

Jason Wheeler Skills

Financial Planners

Series 7

Retirement Planning

About Jason Wheeler's Current Company

Pathfinder Wealth Consulting

Discover more about Pathfinder Wealth Consulting

Frequently Asked Questions about Jason Wheeler

What is Jason Wheeler email address?

Email Jason Wheeler at [email protected] and [email protected]. This email is the most updated Jason Wheeler email found in 2025.

What is Jason Wheeler phone number?

Jason Wheeler phone number is +14803183673 and +19523815236.

How to contact Jason Wheeler?

To contact Jason Wheeler send an email to [email protected] or [email protected]. If you want to call Jason Wheeler try calling on +14803183673 and +19523815236.