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Jason Richard Gittins

WILLOW CREEK WEALTH MANAGEMENT, INC.·SEBASTOPOL, California
Clean recordWILLOW CREEK WEALTH MANAGEMENT, INC.
825 GRAVENSTEIN HWY. N., SEBASTOPOL, CA 95472CRD# 2798508Firm CRD# 109240

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jason Richard Gittins · SEBASTOPOL, CA
Registration
CRD #2798508 · WILLOW CREEK WEALTH MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jason Richard Gittins is a registered financial advisor based in SEBASTOPOL, California, affiliated with WILLOW CREEK WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
WILLOW CREEK WEALTH MANAGEMENT, INC.
WILLOW CREEK WEALTH MANAGEMENT, INC.
AUM
$1.7B
Regulatory assets under management
Employees
20
Total firm employees
View all advisors at WILLOW CREEK WEALTH MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2798508
Firm CRD# 109240
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jason Richard Gittins offer?
Jason Richard Gittins specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SEBASTOPOL, California for a consultation.
What are Jason Richard Gittins's credentials?
Jason Richard Gittins is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jason Richard Gittins located?
Jason Richard Gittins is based in SEBASTOPOL, California, working with WILLOW CREEK WEALTH MANAGEMENT, INC.. Their office serves clients in the SEBASTOPOL metropolitan area and surrounding communities.
How does Jason Richard Gittins charge for services?
Jason Richard Gittins'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 WILLOW CREEK WEALTH MANAGEMENT, INC.?
WILLOW CREEK WEALTH MANAGEMENT, INC. has approximately 20 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WILLOW CREEK WEALTH MANAGEMENT, INC.

Kelly A Noonan
SEBASTOPOL, CA
Teresa Douglas Mitchell
SEBASTOPOL, CA
Timothy Michael Admire
SEBASTOPOL, CA
Mark Francis Keating
SEBASTOPOL, CA
Beverly Anne Hanson
SEBASTOPOL, CA
Bruce Jay Dzieza
SEBASTOPOL, CA

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Research
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