Jonathan E Wilburn
Investment adviser representative at North Star Asset Management Inc
12 yearsExperience
1 stateRegistered in
$3.4BFirm assets
30 yearsFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- North Star Asset Management IncJun 2023 to now
- University of Wisconsin OshkoshSep 2018 to Jun 2023
- N/aSep 2018 to Dec 2018
- City of EvanstonJun 2018 to Aug 2018
- City of EvanstonJun 2017 to Aug 2017
- Evanston Township HighschoolSep 2014 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (WI).
North Star Asset Management Inc
$3.4BAssets managed
3,554Clients
13Advisers
30 yearsIn 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
- 8064859
- Firm CRD
- 106489