Jason Skibek
Skibek Wealth Management · Charlotte, North Carolina
Jason Skibek is a fee-only financial advisor at Skibek Wealth Management in Charlotte, North Carolina, who holds the CFP credential. Skibek Wealth Management reports charging a percentage of assets on its Form ADV.
Request an introduction to Jason →
Facts
| Firm | Skibek Wealth Management |
|---|---|
| Based in | Charlotte, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $33.7M across 90 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC, TX · CRD 6259694 |
| Exams passed | Series 63 (2013) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.skibekwealth.com |
| Profile |
How Jason's firm compares
- Skibek Wealth Management's average account is about $375,000, from its Form ADV (assets managed divided by 90 accounts).
Request an introduction to Jason
Tell Jason a little about what you're looking for. Jason isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Jason
Is Jason Skibek a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jason holds no broker registration, and Skibek Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jason charge for financial advice?
Jason's firm, Skibek Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Jason Skibek based?
Jason Skibek is based in Charlotte, North Carolina.
What credentials does Jason Skibek hold?
Jason Skibek holds the CFP credential.
Is Jason Skibek registered with the SEC?
Yes. Jason Skibek is registered as an investment adviser representative in NC and TX (CRD 6259694), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Skibek Wealth Management manage?
Skibek Wealth Management reports $33.7M across 90 accounts in assets under management.
How do I contact Jason Skibek?
Through Jason's website, www.skibekwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.