Jean Wilczynski, financial advisor Old Lyme CT
89 score

Jean Wilczynski

CRD Number: 6316708
Current Firm: Exencial Wealth Advisors

Jean Wilczynski (CRD# 6316708) is an Investment Advisor Representative working at Exencial Wealth Advisors in Old Lyme, CT and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Exencial Wealth Advisors Oklahoma City, OK Feb 2014 - Current 2
Competitive Technologies, Inc. Fairfield, CT Oct 2013 - Feb 2014 < 1
Ir Serivces. LLC Old Lyme, CT Jul 2009 - Oct 2013 4
Self-employed Old Lyme, CT Jun 2008 - Jul 2009 1
U.s. Coast Guard Academy Alumni Associaiton New London, CT Dec 1996 - Jun 2008 11
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2014
Contact Info for Jean A. Wilczynski
Phone Number: 405-478-1971
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    1,586
    MILLIONS
  • Total Number of Accounts
    2,521
    ACCOUNTS
  • Average Account Value
    $629,133
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

AZ, CA, CT, FL, GA, IL, KS, LA, MA, MI, MO, NC, NH, NJ, NY, OK, PA, TX, VA, WA

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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