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 3 years of experience in the finance industry.
Lansdowne Wealth Management, LLC
Sagepoint Financial, Inc.
Wilbanks Securities Advisory
|Exencial Wealth Advisors||Oklahoma City, OK||Feb 2014 - Current||3|
|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 Management1,586MILLIONS
Total Number of Accounts2,521ACCOUNTS
Average Account Value$629,133
- 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
AZ, CA, CT, FL, GA, IL, KS, LA, MA, MI, MO, NC, NH, NJ, NY, OK, PA, TX, VA, WA
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