Elizabeth J. Wilson

HORIZON WEALTH ADVISORS

Lakewood Ranch, FL

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CRD#: 1580513

Professional summary

Elizabeth Jean Wilson, CFP®, who also goes by Elizabeth Jean Chapman, Elizabeth J Cross, is a registered financial advisor currently at HORIZON WEALTH ADVISORS located in Lakewood Ranch, Florida.

Elizabeth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Elizabeth has worked at 7 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Elizabeth Jean Chapman | Elizabeth J Cross

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elizabeth Jean Wilson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1999

Experience

Current

May 4, 2015 - Present

HORIZON WEALTH ADVISORS

RIA

CRD#: 148338

Lakewood Ranch, FL

Past

March 4, 2014 - April 29, 2015

RUDD ASSET MANAGEMENT

RIA

CRD#: 162821

SARASOTA, FL

Past

June 18, 2009 - December 10, 2013

COMERICA SECURITIES

RIA

CRD#: 17079

SARASOTA, FL

Past

April 17, 2009 - December 10, 2013

COMERICA SECURITIES

CRD#: 17079

SARASOTA, FL

Past

August 7, 2006 - April 20, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

SARASOTA, FL

Past

August 4, 2006 - April 20, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

SARASOTA, FL

Past

August 8, 2001 - August 7, 2006

NORTHERN TRUST SECURITIES, INC.

RIA

CRD#: 7927

SARASOTA, FL

Past

March 2, 2000 - August 7, 2006

VISION INVESTMENT SERVICES, INC.

CRD#: 46609

SARASOTA, FL

Past

May 23, 1991 - August 7, 2006

NORTHERN TRUST SECURITIES, INC.

CRD#: 7927

SARASOTA, FL

Past

November 21, 1988 - April 22, 1991

SOUTHEAST BANK BROKERAGE SERVICE, INC.

CRD#: 14953

Past

October 31, 1986 - September 27, 1988

NORTHERN TRUST SECURITIES, INC.

CRD#: 7927

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

HORIZON WEALTH ADVISORS

HORIZON WEALTH ADVISORS | HORIZON WEALTH ADVISORS, LLC

CRD#: 148338 / SEC#: 801-100378

RIA

Registered Investment Advisory firm - (6/24/2015 Approved)

Florida

Registered Investment Advisory firm - (7/6/2015 Terminated)

Pennsylvania

Registered Investment Advisory firm - (7/8/2015 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(5/4/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/30/2006

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/28/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/18/1986

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 7/19/1993

General Securities Principal Examination

Current Firm

HORIZON WEALTH ADVISORS

HORIZON WEALTH ADVISORS | HORIZON WEALTH ADVISORS, LLC

CRD#: 148338 / SEC#: 801-100378

RIA

Registered Investment Advisory firm - (6/24/2015 Approved)

Florida

Registered Investment Advisory firm - (7/6/2015 Terminated)

Pennsylvania

Registered Investment Advisory firm - (7/8/2015 Terminated)

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Contact information

Main Address

Lakewood Ranch, FL

Mailing Address

9040 Town Center Parkway, Lakewood Ranch, FL 34202

Phone number

(941) 362-0161

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

HORIZON WEALTH ADV PART 2A (3/4/2026)

Regulatory assets under management

Total Number of Accounts	644
AUM (Assets Under Management)	$ 234,983,784

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Elizabeth J. Wilson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elizabeth Jean Wilson's CRS (Customer Relationship Summary).

Certified licenses

Experience

HORIZON WEALTH ADVISORS

RUDD ASSET MANAGEMENT

COMERICA SECURITIES

COMERICA SECURITIES

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

NORTHERN TRUST SECURITIES, INC.

VISION INVESTMENT SERVICES, INC.

NORTHERN TRUST SECURITIES, INC.

SOUTHEAST BANK BROKERAGE SERVICE, INC.

NORTHERN TRUST SECURITIES, INC.

Primary Firm SEC Registration

HORIZON WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 10/30/2006

Series 63

Date: 3/28/1991

Series 7

Date: 10/18/1986

Series 24

Date: 7/19/1993

Current Firm

HORIZON WEALTH ADVISORS

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HORIZON WEALTH ADVISORS

TRUST BUT VERIFY

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