Jason Wilson has been an investment adviser representative at Hallett Investments since January 2022, and is not listed among the firm’s executive officers or direct owners.
Hallett Investments, LLC is a Port Angeles, WA firm with $158M under management, 307 clients and 5 advisers across 5 offices, as of its March 2026 filing.
- Hallett AdvisorsCurrent– present · 4 yearsPort Angeles, WA · Adviser representative · Firm CRD 306187
Investment adviser representative registrations
Jason Wilson is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from January 2022; the most recent is Texas, in October 2025.
- TexasResidentSince 15 October 2025
- WashingtonSince 20 January 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 7 December 2021 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jason Robert James Wilson
- CRD
- 7493195
- Firm
- Hallett Investments · CRD 306187
- Office
- 1506 EAST FIRST STREET, Port Angeles, WA 98362
- Registration
- Investment adviser registration
- In the industry since
- January 2022
- Disciplinary history
- Not yet shown here · SEC record
Where does Jason Wilson work?
Jason Wilson is an investment adviser representative registered through Hallett Investments, LLC since January 2022, and is not listed among the firm’s executive officers or direct owners.
Is Jason Wilson a financial advisor?
Yes. Jason Wilson has a current investment-adviser registration in Texas and Washington, through Hallett Investments since January 2022.
How many years of experience does Jason Wilson have?
Jason Wilson has 4 years in the financial industry, since January 2022, across 1 adviser firm.
What exams has Jason Wilson passed?
Jason Wilson passed the Series 65 in December 2021.
Where is Jason Wilson based?
Jason Wilson’s registered office is in Port Angeles, WA.
Is Jason Wilson registered with FINRA?
No. Jason Wilson has no current broker registration.
How can I verify Jason Wilson’s record?
Search CRD 7493195 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jason Wilson’s full registration record.
