Jason T. Wheeler

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Jason T. Wheeler – CFP®, AIF®, CLU®, ChFC®
CEO and Wealth Advisor

 
CERTIFIED FINANCIAL PLANNER™ Professional
Chartered Financial Consultant®
Accredited Investment Fiduciary®
Chartered Life Underwriter®
E-mail: [email protected]

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Professional Registrations, Licenses, and Designations:
North Carolina Life Insurance Agent
North Carolina Accident & Health or Sickness Agent
North Carolina Medicare Supplement & Long-Term Care Agent

Biography:
Jason is a wealth advisor and founding partner of Pathfinder Wealth Consulting. He has been in the financial services industry since 1999.

Jason was born in Dayton, Ohio, but grew up in Eastern North Carolina. He graduated magna cum laude from the University of North Carolina Wilmington in 1999 with a BS in finance and an MBA in 2003. Rob Penn, Jason’s business partner, hired him in 1999 and the two began a successful business relationship, highlighted by the formation of Pathfinder Wealth Consulting in 2005.

Jason’s passion for the business begins with helping our clients, working with select families to accomplish their personal and business goals. Jason’s role also includes managing the overall firm, leading its growth initiatives and enhancing operations.

Jason resides in Wilmington with his wife, Ashley, and their daughter, Merritt. Their family includes a rescue dog, Maya. Ashley is a speech language pathologist and owns Therapy Connections, Inc., a pediatric speech therapy company.  Currently, Jason spends most of his free time with his family doing anything kid related. He also plays average golf as often as possible, waits patiently for his invitation to Jedi training, and hopes that maybe this year he'll have more time for surfing, boating, fishing, and all the water activities that the family loves.  Jason considers himself a lifelong learner and is always ready to try a new activity, travel to a new spot, or delve into a new subject.

Professional Affiliations:

  • Financial Planning Association, Member
  • Financial Services Institute, Member
  • Commonwealth Advisory Council, Past Member

Current and Previous Community Affiliations:

  • 2017 - Current:  Wilmington Economic Scorecard Committee, Chair
  • 2015 - Current:  Cameron School of Business Executive Advisory Board, Chair
  • 2011 - 2018:  UNCW Foundation Board, Chair
  • 2012 - 2018:  Cape Fear Community College Foundation, Board Member
  • 2017:  WILMA Women to Watch Initiative, Mentor
  • 2015 - 2017:  CSB Economics and Finance Department Advisory Board, Past Chair
  • 2012 - 2017:  Wilmington Chamber of Commerce Board of Directors
  • 2013 - 2015:  Cape Fear Literacy Council, Finance Committee Member
  • 2008 - 2011:  UNCW Adjunct Faculty, Corporate Finance
  • 2011:  Leadership Wilmington Outstanding Class Member  
  • 2009:  UNCW Professional MBA Strategic Planning Committee 
  • 2003 - 2009:  UNCW Alumni Assocation Board of Directors, Past Chair
  • 2002 - 2003:  UNCW MBA Association President

Awards & Recognition:

  • 2018, 2019:  *Forbes Best in State Wealth Advisor
  • 2014:  **Five StarSM Wealth Management Professional
  • 2012:  Cameron School of Business Alumnus of the Year
  • 2011:  Leadership Wilmington Outstanding Class Member
  • 2004:  University of North Carolina Wilmington Young Alumnus of the Year
  • 2003:  Outstanding MBA Student University of North Carolina Wilmington

*The 2019 ranking of the Forbes' Best-in-State Wealth Advisors list was developed by SHOOK Research and is based on in-person and telephone due-diligence meetings to evaluate each advisor qualitatively and on a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria (including assets under management and revenue generated for their firms). Overall, approximately 30,000 advisors were considered, and 3,500 (~11.6 percent of candidates) were recognized.. This recognition and the due-diligence process conducted are not indicative of the advisor's future performance. Your experience may vary. Winners are organized and ranked by state. Some states may have more advisors than others. You are encouraged to conduct your own research to determine if the advisor is right for you. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings. The full methodology that Forbes developed in partnership with SHOOK Research is available here

**Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 2,369 Charlotte wealth managers were considered for the award; 274 (12 percent of candidates) were named 2014 Five Star Wealth Managers. These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.

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