Jason C Hetland
Investment adviser representative at Fpnavigators
10 yearsExperience
2 statesRegistered in
$355.1MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- FpnavigatorsOct 2024 to now
- Financial Planning NavigatorsSep 2024 to now
- Bleakley Financial Group, LLCJun 2022 to Sep 2024
- LPL Financial LLCJun 2022 to Sep 2024
- Julie HetlandSep 2016 to Jun 2022
- Northwestern Mutual Insurance Services LLCSep 2016 to Jun 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
Fpnavigators
Legal name: Financial Planning Navigators Corp
$355.1MAssets managed
433Clients
5Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6625930
- Firm CRD
- 332831