Wilson Financial Group, LLC

Wilson Financial Group, LLC (CRD# 152097) is a financial advisory firm headquartered in Suwanee, GA. They manage $34,083,968 in 75 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1325 Satellite Blvd. Nw, Suite 103, Suwanee, GA 30024
https://www.linkedin.com/in/jeffreyewilson
By the Numbers
  • Total Assets Under Management
    34
    MILLION
  • Total Number of Accounts
    75
    ACCOUNTS
  • Average Account Value
    $454,453
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

GA

Financial Advisors at Wilson Financial Group, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jeffrey Wilson, financial advisor Suwanee GA
Jeffrey E. Wilson
CRD#: 5112365
1325 Satellite Blvd., Suite 103, Suwanee, GA 30024

Jeffrey Wilson (CRD# 5112365) is an Investment Advisor Representative working at Wilson Financial Group, LLC in Suwanee, GA and has over 17 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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