Jean WilczynskiCRD 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 4 years of experience in the finance industry. Jean Wilczynski 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.
Sagepoint Financial, Inc.
Lansdowne Wealth Management, LLC
Wilbanks Securities Advisory
|Exencial Wealth Advisors||Oklahoma City, OK||Feb 2014 - Current||4|
|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|
Total Assets Under Management1,815MILLIONS
Total Number of Accounts3,006ACCOUNTS
Average Account Value$603,704
- 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)
AZ, CA, CT, FL, GA, IL, KS, LA, MA, MO, NC, NE, NH, NJ, NY, OK, PA, TX, VA, WA
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