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. Jeremy Wilson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2117710
Grand Capital Advisors, LLC
CRD# 7076674
Grand Capital Advisors, LLC
CRD# 5480510
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| J Wilson Wealth Managemement LLC | Swartz Creek, MI | Jan 2019 - Current | 5 |
| Hantz Financial Services | Southfield, MI | Jan 2013 - May 2019 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2013 |
- MI
- TX
-
Total Assets Under Management16MILLIONS
-
Total Number of Accounts170ACCOUNTS
-
Average Account Value$94,118
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
MI, TX
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