Embarking on Financial Adventures
Jason J Wiley
Financial Advisor
Helping Business Owners to Prosperity, from One Entrepreneur to Another
Empowering You on Your Financial Adventure
Jason's journey into financial planning is unique, as he transitioned to this career later in life after being introduced to Northwestern Mutual through his involvement in the Parent-Teacher Association. His mission extends beyond wealth management, focusing on wealth creation, financial security, and long-term prosperity for others.
His team's core mission is to empower business owners and young entrepreneurs to unlock their financial potential, providing guidance, resources, and support tailored to their needs.
Jason is a sports enthusiast, an avid traveler, a dedicated baseball coach, and serves as the Vice President of his son's PTA. His journey from the fishing world to the world of finance is a testament to the transformative power of determination and strategy in achieving success, and he invites you to join him on this financial voyage.
Jason is committed to helping you get closer to your dreams. When you partner with me, you can expect a judgment-free, pressure-free environment with conversations that will be jargon-free.
After graduating from Arizona State with an engineering degree, Jason Wiley began his professional career in 2006 as a project engineer building large commercial construction projects for the U.S. and local governments. He then chose to develop his international relationships in 2010 as a project manager traveling the world; building schools in Africa and outposts in Alaska. From 2013 until 2020, he started and ran a successful commercial fishing operation in Kodiak, Alaska. In 2021, he opened his financial planning practice as a Financial Advisor, helping people make great financial decisions.
Licenses
- FINRA SIE & Series 63 - Mutual Funds, Variable Annuities, Insurance Premiums
- FINRA Series 7- General Securities
Why Jason?
Jason's strong foundation in resilience was forged in the Alaskan waters where he worked as a commercial fisherman from a young age. This early experience instilled in him a never-give-up work ethic. He later ventured from Alaska to settle in Arizona and pursued a stellar academic journey, eventually graduating summa cum laude from the University of Sydney, Australia, on an academic scholarship.
Following his education, Jason embarked on a life full of passion and determination, traveling to over 65 countries on 5 continents and building lasting relationships. He eventually settled in Redondo Beach, CA, with his wife, Vincenza, and became a dedicated family man with two sons, Hunter Wiley and Wylder. In his free time, he enjoys the outdoors and coaching Little League baseball.
Areas of Expertise
Financial security is something many of us strive to achieve in our lives. You try to do what's right for those you care about, but the wrong financial decision can often undermine the best of intentions. Whether you are concerned for your own financial needs or those of your family or your business, I can help you identify your goals and dreams and develop a plan that addresses these needs and gets you started on the path to financial security.
Financial Planning
Multigenerational Planning
Education Planning & Funding
Insurance Protection Strategies
Retirement Planning & Income Strategies
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to lend a helping hand and give back to our community. I realize time is the most valuable asset you can offer and encourage you to get involved with your community. Here are some of the organizations we partner with:
Beryl Heights Elementary PTA - Vice President
Redondo Beach Little League - Head coach
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
