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Brian Jeffrey Jass

WILIAN SECURITIES, LLC·VADNAIS HEIGHTS, Minnesota
SIE, Series 6, Series 7, Series 63, Series 65Clean record12 years registeredWILIAN SECURITIES, LLC
3640 TALMAGE CIRCLE ST 100, VADNAIS HEIGHTS, MN 55110CRD# 5837775Firm CRD# 322924

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brian Jeffrey Jass · VADNAIS HEIGHTS, MN
Registration
CRD #5837775 · WILIAN SECURITIES, LLC · 12 years registered
Brand Profile
Not yet started
01

Career History

TAILWINDS WEALTH, LLC
Sep 2022 – present
GREAT WATERS FINANCIAL
Apr 2022 – Aug 2022
Vadnais Heights, MN
CETERA ADVISOR NETWORKS LLC
Jan 2018 – Feb 2019
MINNEAPOLIS, MN
ADVISORNET WEALTH MANAGEMENT
Feb 2016 – Apr 2022
Vadnais Heights, MN
WELLS FARGO ADVISORS, LLC
Jan 2014 – Jan 2016
ROSEVILLE, MN
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 63
Series 65
Registration record
First registered · January 22, 2014
Years registered · 12
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WILIAN SECURITIES, LLC
CRD 322924 · SEC 801-126504
AUM
$121M
Regulatory assets under management
Employees
5
661 client accounts
Services offered by WILIAN SECURITIES, LLC
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at WILIAN SECURITIES, LLC →
Introduction

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05

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 at WILIAN SECURITIES, LLC

Will Keith Johnson
VADNAIS HEIGHTS, MN

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