Jason Wheeler
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Jason Wheeler Email & Phone Number

Owner and Wealth Advisor at Pathfinder Wealth Consulting
Location: Wilmington, North Carolina, United States 4 work roles 3 schools
1 work email found @pwcpath.com 3 phones found area 910 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 3 phones

Work email j****@pwcpath.com
Direct phone (910) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Pathfinder Wealth Consulting
Role
Owner and Wealth Advisor
Location
Wilmington, North Carolina, United States
Company size
18 employees

Who is Jason Wheeler? Overview

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Quick answer

Jason Wheeler is listed as Owner and Wealth Advisor at Pathfinder Wealth Consulting, a company with 18 employees, based in Wilmington, North Carolina, United States. AeroLeads shows a work email signal at pwcpath.com, phone signal with area code 910, and a matched LinkedIn profile for Jason Wheeler.

Jason Wheeler previously worked as Owner & Wealth Advisor at Pathfinder Wealth Consulting and Financial Advisor at Morgan Stanley. Jason Wheeler holds Master, Business Administration from University Of North Carolina Wilmington.

Company email context

Email format at Pathfinder Wealth Consulting

This section adds company-level context without repeating Jason Wheeler's masked contact details.

{first}.{last}@pwcpath.com
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AeroLeads found 1 current-domain work email signal for Jason Wheeler. Compare company email patterns before reaching out.

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Profile bio

About Jason Wheeler

Founding partner of Pathfinder Wealth Consulting. CERTIFIED FINANCIAL PLANNER™ Professional. Chartered Financial ConsultantChartered Life UnderwriterFirst Accredited Investment Fiduciary® professional designation in the Greater Wilmington area. FINRA Series 7, 31, 63 & 65.North Carolina Life & Health Insurance Agent Licenses.North Carolina Medicare Supplement and Long Term Care Agent Licenses.Specialties: Comprehensive financial planning, investment management, and risk management(insurance) for small business owners and successful executives looking to retire and those in retirement. This includes estate and tax planning services.

Listed skills include Financial Planners, Series 7, Retirement Planning, Uniform Combined State Law, and 12 others.

Current workplace

Jason Wheeler's current company

Company context helps verify the profile and gives searchers a useful next step.

Pathfinder Wealth Consulting
Pathfinder Wealth Consulting
Owner and Wealth Advisor
Wilmington, NC, US
Website
pwcpath.com
Employees
18
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4 roles

Jason Wheeler work experience

A career timeline built from the work history available for this profile.

Owner & Wealth Advisor

Current
Pathfinder Wealth Consulting

Wilmington, North Carolina Area

Advisory Services offered through Commonwealth Financial Network, a Registered Investment Adviser. Pathfinder Wealth Consulting, 4018 Oleander Drive, Suite 102, Wilmington, NC 28403. (910) 793-0616.Please review our Terms of Use here: www.commonwealth.com/termsofuse.html

Jun 2005 - Present

Financial Advisor

Morgan Stanley

Financial Advisor providing investment management services

Jun 2001 - Jun 2005

Junior Financial Advisor

Ifg Network Securities

First Job in my industry

Jul 1999 - Jun 2001
Team & coworkers

Colleagues at Pathfinder Wealth Consulting

Other employees you can reach at pwcpath.com. View company contacts for 18 employees →

CW Christopher Walsh, Cfp® Christopher Walsh, Cfp® Colleague at Pathfinder Wealth ConsultingRaleigh-Durham-Chapel Hill Area, United States View → ME Maggie Ernst Maggie Ernst Colleague at Pathfinder Wealth ConsultingGreater Wilmington Area, United States View → TE Tracy East Tracy East Colleague at Pathfinder Wealth ConsultingRaleigh-Durham-Chapel Hill Area, United States View → WH Walter Hutsell Walter Hutsell Colleague at Pathfinder Wealth ConsultingWilmington, North Carolina, United States, United States View → KB Karen Brock, Cfp® Karen Brock, Cfp® Colleague at Pathfinder Wealth ConsultingRaleigh-Durham-Chapel Hill Area, United States View → CS Chad Slate, Cfp®,Mba, Aif®, Cpfa® Chad Slate, Cfp®,Mba, Aif®, Cpfa® Colleague at Pathfinder Wealth ConsultingWilmington, North Carolina, United States, United States View → TZ Tyler Zieker Tyler Zieker Colleague at Pathfinder Wealth ConsultingUnited States, United States View → JZ John Zachary, Cfp®, Crc® John Zachary, Cfp®, Crc® Colleague at Pathfinder Wealth ConsultingWilmington, North Carolina, United States, United States View → JT Jim Trull, Aif®, Cfp® Jim Trull, Aif®, Cfp® Colleague at Pathfinder Wealth ConsultingCary, North Carolina, United States, United States View → AK Angela Kelly Angela Kelly Colleague at Pathfinder Wealth ConsultingWilmington, North Carolina, United States, United States View →
3 education records

Jason Wheeler education

FAQ

Frequently asked questions about Jason Wheeler

Quick answers generated from the profile data available on this page.

What company does Jason Wheeler work for?

Jason Wheeler works for Pathfinder Wealth Consulting.

What is Jason Wheeler's role at Pathfinder Wealth Consulting?

Jason Wheeler is listed as Owner and Wealth Advisor at Pathfinder Wealth Consulting.

What is Jason Wheeler's email address?

AeroLeads has found 1 work email signal at @pwcpath.com for Jason Wheeler at Pathfinder Wealth Consulting.

What is Jason Wheeler's phone number?

AeroLeads has found 3 phone signal(s) with area code 910 for Jason Wheeler at Pathfinder Wealth Consulting.

Where is Jason Wheeler based?

Jason Wheeler is based in Wilmington, North Carolina, United States while working with Pathfinder Wealth Consulting.

What companies has Jason Wheeler worked for?

Jason Wheeler has worked for Pathfinder Wealth Consulting, Morgan Stanley, and Ifg Network Securities.

Who are Jason Wheeler's colleagues at Pathfinder Wealth Consulting?

Jason Wheeler's colleagues at Pathfinder Wealth Consulting include Christopher Walsh, Cfp®, Maggie Ernst, Tracy East, Walter Hutsell, and Karen Brock, Cfp®.

How can I contact Jason Wheeler?

You can use AeroLeads to view verified contact signals for Jason Wheeler at Pathfinder Wealth Consulting, including work email, phone, and LinkedIn data when available.

What schools did Jason Wheeler attend?

Jason Wheeler holds Master, Business Administration from University Of North Carolina Wilmington.

What skills is Jason Wheeler known for?

Jason Wheeler is listed with skills including Financial Planners, Series 7, Retirement Planning, Uniform Combined State Law, Investments, Wealth Management, Estate Planning, and Strategic Financial Planning.

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