Jason Wilcox

Jason Wilcox serves as Chief Technology Officer at Source Advisors. Source Advisors operates in the financial services sector with approximately 220.0 employees. The company is headquartered in Castle Rock, Colorado. Source Advisors generates annual revenue of 20700000.0.

Industry & Role Insights

• • MessageCEO tracks 11,960 executives in the financial services sector.
• • 2,432 executive contacts are available in Colorado.
• • Our database includes 201,468 c suite-level executives.

NetSuite Salesforce Mimecast Outlook Act-On Microsoft Office 365 Microsoft Azure Hosting WP Engine Cedexis Radar Gravity Forms Nginx DoubleClick reCAPTCHA Google Tag Manager Google Dynamic Remarketing Hotjar Mobile Friendly DoubleClick Conversion Vimeo WordPress.org The Trade Desk Google AdWords Conversion Facebook Custom Audiences Facebook Login (Connect) Google Font API Bootstrap Framework Facebook Widget Bing Ads Adobe Media Optimizer Linkedin Marketing Solutions AI Remote

r d tax credits cost segregation lifo inventory accounting section 179d green building deduction fixed asset review section 45l energyefficient home credit sales use tax property tax r&d tax credits sales & use tax energy tax incentives section 174 amortization lifo accounting cpa services investment tax credits production tax credits real estate tax incentives consulting services business personal property fixed asset consulting tax compliance tax credit optimization multi-state tax solutions tax strategy development client relationship management tax incentive consulting inventory management solutions audit defense services tax planning automated r&d tax software nexus analysis research & development tax regulation compliance incremental cost recovery asset management tax advisory tangible property regulations energy certifications tax benefits reporting real estate tax compliance federal tax regulations tax risk mitigation small business tax solutions commercial property management technical tax updates industry-specific tax credits philanthropy initiatives cpe courses for cpas tax news updates financial tax consulting client success strategies community engagement client education programs specialized tax services management consulting

IC

Il Choi Senior Executive Vice President and Chief Digital Officer at 리치앤코

JS

Jeff Sekinger Chief Executive Officer at 0 Percent

RF

Rehana Farrell Chief Executive Officer at 100 Women In Finance

KB

Kellan Brown Chief Operating Officer / Chief Development Officer at 100 Women In Finance

AA

Alan Akina CEO at 101 Financial

Outreach Guidance — financial services Sector

Financial services executives like Jason Wilcox prioritize security, compliance (SOC 2, SOX), and integration with existing systems. Reference industry-specific regulatory requirements and provide case studies from peer institutions.

Jason Wilcox's Position in the MessageCEO Database

• •Jason Wilcox is 1 of 1 verified executive contact we track at Source Advisors.
• •11,735 verified executive contacts in financial services are in the MessageCEO database.
• •2,227 verified executive contacts in Colorado are in the database.
• •120 verified contacts work at financial services companies in the 220.0 employee range (same size as Source Advisors).

Executive contact data compiled from public business filings, LinkedIn public profiles, company press materials, and verified outbound email testing. We do not publish personal addresses or sensitive identifiers. Methodology & sources · Removal requests handled at /remove-info · Updated August 2026.

How do I reach Jason Wilcox directly?

Jason Wilcox's verified email address is available to MessageCEO Pro subscribers. They currently serve as Chief Technology Officer at Source Advisors. Access direct contact info to skip gatekeepers and reach the decision maker.

What company does Jason Wilcox work for?

Jason Wilcox is Chief Technology Officer at Source Advisors, a company in the financial services sector with 220.0 employees. The company is based in Castle Rock, Colorado.

Can I pitch or sell to Jason Wilcox?

As Chief Technology Officer at Source Advisors, Jason Wilcox is a key decision-maker in the financial services sector. MessageCEO Pro gives you verified email to reach Jason Wilcox directly — ideal for B2B sales, partnerships, and executive recruiting.

What industry is Jason Wilcox in?

Jason Wilcox works in the financial services industry as Chief Technology Officer at Source Advisors. MessageCEO provides verified contact information for executives across all major industries.

Is Jason Wilcox's contact information verified?

Yes. MessageCEO verifies executive contact information through multiple data sources and regular validation checks. Jason Wilcox's profile is kept up-to-date with the latest available information.

Last updated: August 3, 2026