J Wilson Wealth Management

J Wilson Wealth Management (CRD# 304029) is a financial advisory firm headquartered in Davison, MI. They manage $16,000,000 in 170 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
105 E 2nd Street, Unit O, Davison, MI 48423
https://www.jwilsonwealthmanagement.com/
By the Numbers
  • Total Assets Under Management
    16
    MILLION
  • Total Number of Accounts
    170
    ACCOUNTS
  • Average Account Value
    $94,118
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MI, TX

Financial Advisors at J Wilson Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Jeremy Wilson, financial advisor Davison MI
Jeremy M. Wilson
CRD#: 6132392
105 E 2nd Street, Unit O, Davison, MI 48423

Jeremy Wilson (CRD# 6132392) is an Investment Advisor Representative working at J Wilson Wealth Management in Davison, MI and has over 11 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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