Jesse A. Wilson
EDELMAN FINANCIAL ENGINES | Director, Financial Planning
CHANDLER, AZ 85226
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CRD#: 2932213
Jesse Alan WilsonEDELMAN FINANCIAL ENGINES
Professional summary
Jesse Alan Wilson, CFP® is a registered financial advisor currently at EDELMAN FINANCIAL ENGINES located in Chandler, Arizona and ROBERT W. BAIRD & CO. INCORPORATED located in Eagle, Idaho.
Jesse is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Jesse has worked at 14 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.
At a Glance
Always Fiduciary
Biography
I’ve been a financial planner since 2000. Drawing on that experience, I help my clients plan ahead for a secure retirement so they can enjoy greater peace of mind and achieve their financial goals. Outside of work, I enjoy camping and travel.
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.
1) Signature ATM LLC; INVESTMENT RELATED: No; ADDRESS: ID, 83616; NATURE: Automatic Teller Machine Distribution; POSITION: Director/Officer; START DATE: 08/15/2022; NUMBER OF HOURS/MONTH: 10HRS.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0HRS.; DUTIES: My role will be strictly to assist in financing the business. I will not have an active role in the day to day operations and my name will not appear on any website or other marketing materials
CRS (Client Relationship Summary) - RIA
Click below to view Jesse Alan Wilson's 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®
Start date: 2003
Education
BS - Embry-Riddle Aeronautical University
Colorado State University
Experience
Current
October 15, 2018 - Present
EDELMAN FINANCIAL ENGINES
Office #1: 3100 West Ray Road Suite 334, Chandler, AZ 85226RIA
CRD#: 104510
CHANDLER, AZ
Current
September 3, 2026 - Present
ROBERT W. BAIRD & CO. INCORPORATED
Office #2: 14648 N Scottsdale Rd Ste 175, Scottsdale, AZ 85254RIA
BD
CRD#: 8158
Eagle, ID
Past
April 22, 2016 - October 31, 2018
RETIREONE INVESTMENT SERVICES, LLC
BD
CRD#: 269923
TEMPE, AZ
Past
August 29, 2011 - November 1, 2018
EDELMAN FINANCIAL SERVICES, LLC
RIA
CRD#: 113299
TEMPE, AZ
Past
August 10, 2011 - April 22, 2016
SANDERS MORRIS LLC
BD
CRD#: 20580
TEMPE, AZ
Past
September 11, 2009 - July 15, 2010
USAA FINANCIAL PLANNING SERVICES
RIA
CRD#: 106352
PHOENIX, AZ
Past
September 9, 2009 - July 15, 2010
USAA FINANCIAL ADVISORS, INC.
BD
CRD#: 129035
PHOENIX, AZ
Past
October 23, 2006 - August 26, 2009
T. ROWE PRICE ADVISORY SERVICES, INC.
RIA
CRD#: 108958
COLORADO SPRINGS, CO
Past
October 18, 2006 - August 26, 2009
T. ROWE PRICE INVESTMENT SERVICES, INC.
BD
CRD#: 8348
COLORADO SPRINGS, CO
Past
August 23, 2006 - September 22, 2006
ZIONS DIRECT, INC.
RIA
CRD#: 17776
DENVER, CO
Past
August 23, 2006 - September 22, 2006
ZIONS DIRECT, INC.
BD
CRD#: 17776
DENVER, CO
Past
April 21, 2000 - October 24, 2006
VANGUARD ADVISERS, INC.
RIA
CRD#: 106715
MALVERN, PA
Past
March 8, 2000 - September 14, 2006
VANGUARD MARKETING CORPORATION
BD
CRD#: 7452
SCOTTSDALE, AZ
Past
September 4, 1997 - May 3, 1999
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
September 4, 1997 - May 3, 1999
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
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".
ROBERT W. BAIRD & CO. INCORPORATED
BAIRD | THE DDK GROUP | ROBERT W. BAIRD & CO. INCORPORATED | CHAUTAUQUA CAPITAL MANAGEMENT | BAIRD PRIVATE WEALTH MANAGEMENT | BAIRD PRIVATE ASSET MANAGEMENT | BAIRD INSTITUTIONAL EQUITIES & RESEARCH | BAIRD GENERATIONAL WEALTH GROUP | BAIRD EQUITY ASSET MANAGEMENT | BAIRD ADVISORS
CRD#: 8158 / SEC#: 801-7571, 8-497
RIA
Registered Investment Advisory firm - SEC (7/14/1971 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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
Arizona(10/19/2018)
IAR
Idaho(9/27/2021)
IAR
Texas(10/15/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
ROBERT W. BAIRD & CO. INCORPORATED
BAIRD | THE DDK GROUP | ROBERT W. BAIRD & CO. INCORPORATED | CHAUTAUQUA CAPITAL MANAGEMENT | BAIRD PRIVATE WEALTH MANAGEMENT | BAIRD PRIVATE ASSET MANAGEMENT | BAIRD INSTITUTIONAL EQUITIES & RESEARCH | BAIRD GENERATIONAL WEALTH GROUP | BAIRD EQUITY ASSET MANAGEMENT | BAIRD ADVISORS
CRD#: 8158 / SEC#: 801-7571, 8-497
RIA
Registered Investment Advisory firm - SEC (7/14/1971 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information
Main Address
777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391
Mailing Address
P.o. Box 672, Milwaukee, WI 53201
Phone number
(414) 765-3500
Established
Wisconsin since 12/29/1919
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees
4,175
SEC notice filing (53 States and Territories)
FINRA licenses (53 States and Territories)
Documents
Part 2 Brochures
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| BAIRD FINANCIAL CORPORATION | SHAREHOLDER | |
| BOOTH, STEVEN GREGORY | CHAIRMAN, PRESIDENT, CHIEF EXECUTIVE OFFICER | 2147388 |
| DAHLBERG, ERIK CHARLES | DIRECTOR | 1650544 |
| GRAVERSON, CHRISTA LYNN | CHIEF COMPLIANCE OFFICER | 4912961 |
| LAWTON, PATRICK STEVEN | DIRECTOR | 1007318 |
| MAXWELL, TERRANCE PATRICK | CHIEF FINANCIAL OFFICER, DIRECTOR | 1463158 |
| PALMER, ANGELA MARIE | REGISTERED INVESTMENT ADVISOR CCO | 4915568 |
| SCHROEDER, MICHAEL JOHN | DIRECTOR | 1483012 |
| SCHULTZ, PAUL LEE | GENERAL COUNSEL, SECRETARY | 1965163 |
| STANEK, MARY ELLEN | DIRECTOR | 2006493 |
| THUROW, LAURA K | CHIEF OPERATIONS OFFICER | 3193702 |
Regulatory assets under management
| Total Number of Accounts | 350,776 |
| AUM (Assets Under Management) | $ 342,142,869,924 |
Disclosures
| Regulatory Event | 43 |
| Arbitration | 31 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/23/2025 | ||
| 10/24/2024 | ||
| 11/15/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
ROBERT W. BAIRD & CO. INCORPORATED
Director, Financial PlanningCRD#: 8158Chandler, AZ 85226TRUST BUT VERIFY
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