Jason P Wiltse

Overview

Jason P Wiltse is an insurance agent, a registered representative and an investment adviser representative based in Urbandale, IA, with 21 years in the industry.

Years in the industry

21

States licensed

6

States registered

12

Carrier appointments

6

Contact

2 business emails and 2 phone numbers on file

Registrations and licenses

• Licensed in 6 states
• Registered in 12 states

• Life Agent Individual
• Producer
• Series 66
• Series 7
• SIE

3 lines of authority, with every state and its dates

Firms

• Purshe Kaplan Sterling InvestmentsCurrent firm
• Wilon Wealth ManagementCurrent firm

Employment history since 2005

Carriers

6 active carrier appointments

Book and practice

Firm assets under management on file