Jeffrey WilsonCRD Number: 4428532
Current Firm: Cetera Advisor Networks LLC
Jeffrey Wilson (CRD# 4428532) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in Oakland, CA and has over 15 years of experience in the finance industry. Jeffrey 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.
Blossom Wealth Management, LLC
Fairway Asset Management, Inc.
Prosperity Financial Group, Inc.
|Cetera Advisor Networks LLC||El Segundo, CA||Jan 2013 - Current||4|
|Financial Network||El Segundo, CA||Mar 2008 - Dec 2012||4|
|Associated Securities Corp.||Livermore, CA||Jun 2003 - Mar 2008||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2001|
Total Assets Under Management16,791MILLIONS
Total Number of Accounts70,113ACCOUNTS
Average Account Value$239,482
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV