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Jason Hubschman, portrait

Jason Hubschman

Co-Chief Operating Officer at Wilshire Advisors

Broker registration; no current adviser registrationSEC record checked 17 October 2026

0
Past adviser firms
5
Licensing exams

IAPD record retrieved 17 October 2026SEC record

Jason Hubschman is Co-Chief Operating Officer of Wilshire Advisors LLC, a Santa Monica investment adviser managing $149B. Jason Hubschman has a current broker registration and no current investment-adviser registration and has passed 5 licensing exams.

Role at Wilshire Advisors

Title on Schedule A
Co-Chief Operating Officer
Control
Jason Hubschman is a control person of Wilshire Advisors.
Ownership
An individual ownership band is not available in the source record.
Tenure
Jason Hubschman has held the filed role since April 2025.

The firm

Wilshire Advisors LLC
Santa Monica, CA

Form ADV filed 1 October 2026

$149B AUM760,289 clients86 advisers6 offices

Career on record

Firms and exams, newest first
  1. Passed Series 24 · 2020
  2. Passed SIE · 2018
  3. Passed Series 3 · 2008
  4. Passed Series 7 and Series 63 · 2005

Registrations and exams

Broker registration; no current adviser registration. Jason Hubschman has passed 5 qualifying exams.

Examinations

Series 637 July 2005
Name
Uniform Securities Agent State Law Examination
Series 2425 June 2020
Name
General Securities Principal Examination
SIE1 October 2018
Name
Securities Industry Essentials Examination
Series 313 November 2008
Name
National Commodity Futures Examination
Series 730 June 2005
Name
General Securities Representative Examination

Individual record

Full name
Jason Hubschman
CRD
2632600
Firm
Wilshire Advisors LLC
Registration status
Broker registration; no current adviser registration
Firm bio
wilshire.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

Wilshire identifies Jason Hubschman as co-chief operating officer and co-head of alternative managed accounts. Wilshire official people page

Education

  • He earned a bachelor’s degree in political science from the State University of New York at Albany, an MBA from Baruch College’s Zicklin School of Business, and a JD from New York Law School.Wilshire official people page

Common questions

Where does Jason Hubschman work?

Jason Hubschman has been Co-Chief Operating Officer of Wilshire Advisors LLC since April 2025, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 1 October 2026

Does Jason Hubschman have a current investment-adviser registration?

Jason Hubschman has a current broker registration and no current investment-adviser registration, as of 17 October 2026.

Source: IAPD individual record, checked 17 October 2026

What exams has Jason Hubschman passed?

Jason Hubschman has passed 5 licensing exams: the Series 7, Series 63, Series 3, SIE and Series 24. The earliest, the Series 7, was passed in June 2005.

Source: IAPD individual record, checked 17 October 2026

Leadership at Wilshire Advisors

Sources

  1. IAPD individual record, CRD 2632600. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Wilshire Advisors LLC, filed 1 October 2026. Title, control and ownership bands.
  3. Wilshire Advisors team page. Biography, education, credentials, awards and portrait.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Jason Hubschman or Wilshire Advisors LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.

The portrait is reproduced from the firm’s website for identification.