Jody Wilson (CRD# 4483236) is an Investment Advisor Representative working at Summit Global Investments, LLC in Carbondale, CO and has over 22 years of experience in the finance industry.
CRD# 2769592
Aberle Investment Management LLC
CRD# 5295673
Edward Jones
CRD# 1702479
Tcfg Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| United Planners Financial Services | Scottsdale, AZ | Dec 2023 - Current | < 1 |
| Ash Brokerage | Fort Wayne, IN | Oct 2023 - Current | < 1 |
| Summit Global Investments, LLC | Bountiful, UT | Sep 2023 - Current | < 1 |
| 118 N. 22nd Court,llc | Grand Junction, CO | Jan 2017 - Current | 7 |
| Investment Property | Grand Junction, CO | Aug 2013 - Current | 10 |
| The Glass Brokerage Inc. | Grand Junction, CO | Nov 2006 - Current | 17 |
| Jody Ann Wilson | Bountiful, UT | Mar 2000 - Current | 24 |
| Wealthwave | Johns Creek, GA | Jan 2015 - Sep 2023 | 8 |
| Transamerica Financial Advisors, Inc. | Gunnison, CO | Jan 2012 - Sep 2023 | 11 |
| Wfg | Gunnison, CO | Jun 2001 - Sep 2023 | 22 |
| Aflac | Grand Junction, CO | Feb 2018 - Mar 2019 | 1 |
| W.w. Construction Co | Carbondale, CO | Jan 1999 - Nov 2014 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2002 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2008 |
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- CO
-
Total Assets Under Management2,029MILLIONS
-
Total Number of Accounts6,110ACCOUNTS
-
Average Account Value$332,062
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
AL, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, LA, MA, ME, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.