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Jason Thomas Wheeler

Ceo & Wealth AdvisorPathfinder Wealth Consulting, Inc.CRD 4109728

About Jason Thomas Wheeler

Jason Thomas Wheeler is listed as Ceo & Wealth Advisor at Pathfinder Wealth Consulting, Inc. in Wilmington, NC. Form ADV reports a beneficial ownership band of 50-75%.

Reported ownership

Owns 50-75% of Pathfinder Wealth Consulting, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Jason Thomas Wheeler work?

Jason Thomas Wheeler is listed as Ceo & Wealth Advisor at Pathfinder Wealth Consulting, Inc. on SEC Form ADV.

How much of Pathfinder Wealth Consulting, Inc. does Jason Thomas Wheeler own?

Form ADV reports a beneficial ownership band of 50-75%.

Pathfinder Wealth Consulting, Inc.

TitleCeo & Wealth Advisor
Ownership50-75%
Control personYes
Since2025