Meet the Team - Jeb Wildschut, CFP®

Jeb Wildschut is a seasoned financial professional with over two decades of experience advising organizations on regulatory compliance, financial investigations, securities practices, and portfolio management. For ten of those years, he served as a senior examiner at the U.S. Securities and Exchange Commission (SEC), where he developed deep expertise across multiple divisions—including broker-dealer, RIA, and Enforcement.

Leading Over 200 Investigations

During his time at the SEC and the Department of Labor (DOL), Jeb conducted or led teams on more than 200 investigations. His ability to conduct thorough audits, identify vulnerabilities, and implement effective compliance controls has positioned him as a trusted advisor for firms seeking to strengthen governance and mitigate risk.

Private Fund and Trading Practice Expertise

Jeb specializes in SEC, DOL, and FINRA regulations and has a deep understanding of private fund operations and trading practices. He works closely with financial institutions, investment firms, and corporate clients to evaluate their compliance frameworks and provide tailored strategies that stand up to regulatory scrutiny.

Previous Client Facing Expertise

Jeb previously worked as an IAR/RR and Certified Financial Planner with several big-name firms managing over $100 million in AUM. He understands the client facing roles and dilemmas that CCOs face within the securities industry. Additionally, before his regulatory career, Jeb served in the United States Marine Corps and Navy for ten years. His military background informs his disciplined approach, strategic thinking, and commitment to excellence—all qualities that serve True West clients exceptionally well.