J Wilson Wealth Management
J Wilson Wealth Management (CRD# 304029) is a financial advisory firm headquartered in Davison, MI. They manage $16,000,000 in 170 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management16MILLION
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Total Number of Accounts170ACCOUNTS
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Average Account Value$94,118
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MI, TX
Financial Advisors at J Wilson Wealth Management
1
Jeremy Wilson (CRD# 6132392) is an Investment Advisor Representative working at J Wilson Wealth Management in Davison, MI and has over 11 years of experience in the finance industry.
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