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Brian Jeffrey Jass

WILIAN SECURITIES, LLC·VADNAIS HEIGHTS, Minnesota
Unclaimed Profile
3640 TALMAGE CIRCLE ST 100, VADNAIS HEIGHTS, MN 55110CRD# 5837775Firm CRD# 322924
01

About

Brian Jeffrey Jass is a registered financial advisor based in VADNAIS HEIGHTS, Minnesota, affiliated with WILIAN SECURITIES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
WILIAN SECURITIES, LLC
WILIAN SECURITIES, LLC
AUM
$121M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at WILIAN SECURITIES, LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5837775
Firm CRD# 322924
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Brian Jeffrey Jass offer?
Brian Jeffrey Jass specializes in Investment Management, Fee-Only Advisory. Contact their office in VADNAIS HEIGHTS, Minnesota for a consultation.
What are Brian Jeffrey Jass's credentials?
Brian Jeffrey Jass is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian Jeffrey Jass located?
Brian Jeffrey Jass is based in VADNAIS HEIGHTS, Minnesota, working with WILIAN SECURITIES, LLC. Their office serves clients in the VADNAIS HEIGHTS metropolitan area and surrounding communities.
How does Brian Jeffrey Jass charge for services?
Brian Jeffrey Jass's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WILIAN SECURITIES, LLC?
WILIAN SECURITIES, LLC has approximately 5 employees and manages $121M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in VADNAIS HEIGHTS
Will Keith Johnson — WILIAN SECURITIES, LLC
Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)EDINA (122)ST PAUL (111)PLYMOUTH (97)
City Guides
MINNEAPOLIS GuideMINNETONKA GuideEDINA GuideST PAUL GuidePLYMOUTH Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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