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Jason Alan Kilar

WEALTHFRONT INC.·REDWOOD CITY, California
Unclaimed Profile
900 MIDDLEFIELD RD, REDWOOD CITY, CA 94063CRD# 6874348Firm CRD# 148456
01

About

Jason Alan Kilar is a registered financial advisor based in REDWOOD CITY, California, affiliated with WEALTHFRONT INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
WEALTHFRONT ADVISERS LLC
WEALTHFRONT ADVISERS LLC
AUM
$35.9B
Regulatory assets under management
Employees
324
Total firm employees
View all advisors at WEALTHFRONT ADVISERS LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Other: REVENUE SHARE WITH AFFILIATE - BD
Regulatory
SEC/IARD CRD# 6874348
Firm CRD# 148456
3 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jason Alan Kilar offer?
Jason Alan Kilar specializes in Investment Management, Wealth Management. Contact their office in REDWOOD CITY, California for a consultation.
What are Jason Alan Kilar's credentials?
Jason Alan Kilar is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jason Alan Kilar located?
Jason Alan Kilar is based in REDWOOD CITY, California, working with WEALTHFRONT INC.. Their office serves clients in the REDWOOD CITY metropolitan area and surrounding communities.
How does Jason Alan Kilar charge for services?
Jason Alan Kilar's firm is compensated through percentage of aum, other: revenue share with affiliate - bd. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WEALTHFRONT INC.?
WEALTHFRONT INC. has approximately 324 employees and manages $35.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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