Jude Wilson (CRD# 2520624) is an Investment Advisor Representative working at Prosperity Capital Advisors in Bradenton, FL and has over 27 years of experience in the finance industry.
CRD# 6120456
Sage Wealth Consulting, LLC
CRD# 5983189
Edward Jones
CRD# 6312608
Advice And Planning Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| C2p Capital Advisory Group D.b.a. Prosperity Capital Advisors | Westlake, OH | Sep 2023 - Current | < 1 |
| Centrus Financial Strategies (d.b.a. For Advisory Business) | Tampa, FL | May 2009 - Current | 15 |
| J.w. Cole Financial, Inc. | Tampa, FL | Aug 2014 - Sep 2023 | 9 |
| J.w. Cole Advisors, Inc. | Tampa, FL | Aug 2014 - Sep 2023 | 9 |
| First Allied Advisory Services, Inc. | Chesterfield, MO | Jul 2012 - Aug 2014 | 2 |
| First Allied Securities, Inc. | San Diego, CA | May 2009 - Aug 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2007 |
| S65 | NASAA Investment Advisors Law Examination | Feb 1997 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management2,245MILLIONS
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Total Number of Accounts9,396ACCOUNTS
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Average Account Value$238,964
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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