Role at Wilshire Advisors
- Title on Schedule A
- Chief Executive Officer
- Control
- Jason Schwarz is a control person of Wilshire Advisors.
- Ownership
- An individual ownership band is not available in the source record.
- Tenure
- Jason Schwarz has held the filed role since January 2014.
The firm
Form ADV filed 1 October 2026
Career on record
The IAPD individual lookup on 17 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.
Registrations and exams
Individual registration and examination information for Jason Schwarz is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.
Officer record
- Full name
- Jason Schwarz
- CRD
- 5067865
- Record basis
- Form ADV officer listing
- 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 Schwarz as its chief executive officer and says he joined the firm in 2005. Wilshire official people page
Education
- He holds a BA in Government from Hamilton College and an MBA from the University of Southern California.Wilshire official people page
Common questions
Where does Jason Schwarz work?
Jason Schwarz has been Chief Executive Officer of Wilshire Advisors LLC since January 2014, and is a control person of the firm.
Leadership at Wilshire Advisors
Christina WalshChief Financial Officer
Jason HubschmanCo-Chief Operating Officer
Johanna ValvaCo-Chief Operating Officer- Steven O'ConnorChief Compliance Officer
Joshua EmanuelChief Investment Officer
Erin SimpsonHead of Operations and Risk