Jason Wilson
Hallett Advisors · Port Angeles, Washington
Jason Wilson is a fee-only financial advisor at Hallett Advisors in Port Angeles, Washington. Jason focuses on retirement planning, divorce financial planning and sustainable & impact investing. Hallett Advisors reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Facts
| Firm | Hallett Advisors |
|---|---|
| Based in | Port Angeles, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $157.9M across 780 accounts |
| SEC registration | Investment adviser representative in TX, WA · CRD 7493195 |
| Exams passed | Series 65 (2021) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.hallettadvisors.us |
How Jason's firm compares
- Hallett Advisors's average account is about $202,000, from its Form ADV (assets managed divided by 780 accounts).
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Questions about Jason
Is Jason Wilson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jason holds no broker registration, and Hallett Advisors 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, Hallett Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Jason Wilson based?
Jason Wilson is based in Port Angeles, Washington.
What does Jason specialize in?
Jason's specialties include retirement planning, divorce financial planning and sustainable & impact investing.
Is Jason Wilson registered with the SEC?
Yes. Jason Wilson is registered as an investment adviser representative in TX and WA (CRD 7493195), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Hallett Advisors manage?
Hallett Advisors reports $157.9M across 780 accounts in assets under management.
How do I contact Jason Wilson?
Through Jason's website, www.hallettadvisors.us.
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
- Hallett Advisors website : specialties, clients served, and fees, checked October 30, 2026
- 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.
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