Je Wilson Advisors, LLC
Je Wilson Advisors, LLC (CRD# 110375) is a financial advisory firm headquartered in Columbia, SC. They manage $119,554,000 in 266 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management120MILLION
Total Number of Accounts266ACCOUNTS
Average Account Value$449,451
- A percentage of assets under your management
- 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
James Wilson (CRD# 710315) is an Investment Advisor Representative working at Je Wilson Advisors, LLC in Columbia , SC and has 1 year of experience in the finance industry. James 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.