Jude H. Wilson

CENTRUS FINANCIAL STRATEGIES

ORLANDO, FL 32801

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CRD#: 2520624

Professional summary

Jude Harvey Wilson is a registered financial advisor currently at CENTRUS FINANCIAL STRATEGIES located in Orlando, Florida.

Jude is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Jude has worked at 13 firms and has passed the Series 63, Series 65, SIE, Series 31, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Jude Harvey 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®

None

Experience

Current

March 16, 2026 - Present

CENTRUS FINANCIAL STRATEGIES

Office #1: 121 S. Orange Ave North Tower Suite 1500, Orlando, FL 32801

RIA

CRD#: 339651

ORLANDO, FL

Past

September 5, 2023 - May 27, 2026

PROSPERITY CAPITAL ADVISORS

RIA

CRD#: 156480

Orlando, FL

Past

August 20, 2014 - September 27, 2023

J. W. COLE ADVISORS, INC.

CRD#: 5685

NEWARK, NJ

Past

January 9, 1997 - September 25, 1998

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Past

August 9, 1994 - July 22, 1998

FIRST UNION BROKERAGE SERVICES, INC.

CRD#: 8112

CHARLOTTE, NC

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
(3/16/2026)

IAR

Texas
(3/27/2026)

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

Series 63

Date: 11/29/2007

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 2/28/1997

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 2/28/1997

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 2/7/1997

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/8/1994

Investment Company Products/Variable Contracts Representative Examination

Current Firm

CENTRUS FINANCIAL STRATEGIES

CENTRUS FINANCIAL STRATEGIES | WILSON GROUP FINANCIAL MANAGEMENT, LLC

CRD#: 339651 / SEC#: 801-135155

RIA

Registered Investment Advisory firm - (1/20/2026 120-Day Approval)

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Contact information

Main Address

121 S. Orange Ave North Tower Suite 1500, Orlando, FL 32801

Mailing Address

Phone number

+1 (800) 779-4592

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2A BROCHURE (1/16/2026)

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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Advisor Monitoring

Firm Stability Insights

Jude H. Wilson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jude Harvey Wilson's CRS (Customer Relationship Summary).

Certified licenses

Experience

PROSPERITY CAPITAL ADVISORS

J. W. COLE ADVISORS, INC.

J.W. COLE FINANCIAL, INC.

FIRST ALLIED ADVISORY SERVICES, INC.

FIRST ALLIED SECURITIES, INC.

FIRST ALLIED SECURITIES, INC.

QUESTAR CAPITAL CORPORATION

QUESTAR ASSET MANAGEMENT, INC.

USALLIANZ SECURITIES, INC.

USALLIANZ SECURITIES, INC.

TRUIST INVESTMENT SERVICES, INC.

PRUCO SECURITIES, LLC.

MORGAN STANLEY DW INC.

FIRST UNION BROKERAGE SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 11/29/2007

Series 65

Date: 2/28/1997

SIE

Date: 10/1/2018

Series 31

Date: 2/28/1997

Series 7

Date: 2/7/1997

Series 6

Date: 8/8/1994

Current Firm

CENTRUS FINANCIAL STRATEGIES

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

CENTRUS FINANCIAL STRATEGIES

TRUST BUT VERIFY

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