Unclaimed Profile

Jason Richard Wilke

WHITNELL & CO·OAK BROOK, Illinois

SIE, Series 7, Series 66CFPClean record9 years registeredWHITNELL & CO

701 HARGER ROAD, OAK BROOK, IL 60523-1489CRD# 5846155Firm CRD# 104633

Profile Verification

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

Identity

Jason Richard Wilke · OAK BROOK, IL

Registration

CRD #5846155 · WHITNELL & CO · 9 years registered

Brand Profile

Not yet started

Career History

RBC CAPITAL MARKETS, LLC

Aug 2024 – present

ASSOCIATED INVESTMENT SERVICES, INC.

Nov 2016 – Aug 2024

GREEN BAY, WI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · November 2, 2016

Years registered · 9

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

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

Firm Overview

Firm

WHITNELL & CO

CRD 104633 · SEC 801-36433

AUM

$1.2B

Regulatory assets under management

Employees

1,418 client accounts

Services offered by WHITNELL & CO

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WHITNELL & CO →

Introduction

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Frequently Asked Questions

What services does Jason Richard Wilke offer?

Jason Richard Wilke specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in OAK BROOK, Illinois for a consultation.

What are Jason Richard Wilke's credentials?

Jason Richard Wilke holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jason Richard Wilke located?

Jason Richard Wilke is based in OAK BROOK, Illinois, working with WHITNELL & CO. Their office serves clients in the OAK BROOK metropolitan area and surrounding communities.

How does Jason Richard Wilke charge for services?

Jason Richard Wilke'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 WHITNELL & CO?

WHITNELL & CO has approximately 25 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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