Unclaimed Profile

Jason Anthony Mirabella

WEALTHSOURCE PARTNERS, LLC·SAN LUIS OBISPO, California

SIE, Series 6, Series 7, Series 63, Series 66Clean record22 years registeredWEALTHSOURCE PARTNERS, LLC

735 TANK FARM ROAD, SAN LUIS OBISPO, CA 93401CRD# 4336989Firm CRD# 282202

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jason Anthony Mirabella · SAN LUIS OBISPO, CA

Registration

CRD #4336989 · WEALTHSOURCE PARTNERS, LLC · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WEALTHSOURCE PARTNERS, LLC

WEALTHSOURCE®

May 2021 – Jun 2024

CARMEL, IN

SUREPATH WEALTH MANAGEMENT

Jan 2018 – Mar 2021

Round Rock, TX

HENFRUIT, LLC

Jan 2015 – Jan 2018

NOBLESVILLE, IN

NFP ADVISOR SERVICES, LLC

Sep 2010 – Dec 2014

NAPERVILLE, IL

PEARL WEALTH LLC

Mar 2008 – Sep 2010

BEAVERTON, OR

M HOLDINGS SECURITIES, INC.

Apr 2005 – Aug 2007

PORTLAND, OR

PRINCOR FINANCIAL SERVICES CORPORATION

Jun 2004 – Dec 2004

PORTLAND, OR

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 66

Registration record

First registered · June 29, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WEALTHSOURCE PARTNERS, LLC

CRD 282202 · SEC 801-107199

AUM

$2.1B

Regulatory assets under management

Employees

6,245 client accounts

Services offered by WEALTHSOURCE PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WEALTHSOURCE PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Jason Anthony Mirabella offer?

Jason Anthony Mirabella specializes in Financial Planning, Investment Management, Wealth Management.

What are Jason Anthony Mirabella's credentials?

Jason Anthony Mirabella is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jason Anthony Mirabella located?

Jason Anthony Mirabella is based in SAN LUIS OBISPO, California, last registered with WEALTHSOURCE PARTNERS, LLC.

How does Jason Anthony Mirabella charge for services?

Jason Anthony Mirabella's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WEALTHSOURCE PARTNERS, LLC?

WEALTHSOURCE PARTNERS, LLC has approximately 50 employees and manages $2.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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