Jason Wilderson, CFP®, ChFC®, CLF®, CEPA®
Private Wealth Advisor at Northwestern Mutual
📍 Indianapolis, Indiana, United States
Jason Wilderson is a Private Wealth Advisor with Verity Wealth Partners, focusing on creating financial plans for business and medical professionals. A graduate of Butler University, he holds multiple advanced designations, including Certified Financial Planner (CFP®) and Certified Exit Planning Advisor (CEPA®), to guide clients through complex financial objectives.
His recent CEPA® designation, completed in March 2026, highlights his specialized expertise in helping business owners plan for their eventual exit.
Read the full overview →Experience
19 Years
Current Role
Private Wealth Advisor
Location
Indianapolis, Indiana, United States
Personality Overview
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Priorities
Topics Jason cares about
Business Exit Planning
As a recently certified CEPA®, he specializes in creating and executing exit strategies for business owners, a core part of his practice.
Financial Independence
His practice is built around helping clients, particularly business and medical professionals, develop clear action steps to achieve their long-term financial goals.
Career
Work history
5-2007
Private Wealth Advisor
Northwestern Mutual
In the press
Media appearances
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Education
2004 - 2008
Bachelor of Science (BS)
Butler University
Social presence
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