Jeffrey D. Wildin

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CRD#: 4024876

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jeffrey David Wildin, who also goes by Jeff Wildin, Jeffrey D Wildin, was a registered financial professional .

Jeffrey is a previously registered financial professional and started their career in finance in 2001. Jeffrey had worked at 6 firms and has passed the Series 66, Series 63, Series 7TO, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Jeff Wildin | Jeffrey D Wildin

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

February 1, 2018 - December 16, 2021

POINT BRIDGE CAPITAL, LLC

RIA

CRD#: 168071

FORT WORTH, TX

Past

January 30, 2018 - September 16, 2020

FORESIDE FUND SERVICES, LLC

CRD#: 46106

Fort Worth, TX

Past

October 21, 2015 - January 29, 2016

AMERICAN FINANCIAL NETWORK ADVISORY SERVICES, LLC

RIA

CRD#: 160322

Dallas, TX

Past

October 16, 2015 - February 1, 2016

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

CRD#: 20804

DALLAS, TX

Past

October 12, 2005 - November 15, 2013

CREDIT SUISSE SECURITIES (USA) LLC

RIA

CRD#: 816

DALLAS, TX

Past

May 4, 2005 - November 15, 2013

CREDIT SUISSE SECURITIES (USA) LLC

CRD#: 816

DALLAS, TX

Past

August 22, 2001 - May 3, 2005

J.P. MORGAN SECURITIES INC.

CRD#: 18718

NEW YORK, NY

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".

POINT BRIDGE CAPITAL, LLC

4 TACTICAL ADVISOR, LLC | POINT BRIDGE CAPITAL, LLC

CRD#: 168071 / SEC#: 801-78217

RIA

Registered Investment Advisory firm - (6/18/2013 Approved)

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

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 66

Date: 10/11/2005

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 1/14/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/16/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/21/2001

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/16/2024

General Securities Principal Examination

Current Firm

POINT BRIDGE CAPITAL, LLC

4 TACTICAL ADVISOR, LLC | POINT BRIDGE CAPITAL, LLC

CRD#: 168071 / SEC#: 801-78217

RIA

Registered Investment Advisory firm - (6/18/2013 Approved)

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Contact information

Main Address

300 Throckmorton Street Suite 1550, Fort Worth, TX 76102

Mailing Address

Phone number

(817) 529-4600

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

POINT BRIDGE FORM ADV2A ("DISCLOSURE BROCHURE") AND FORM ADV2B ("BROCHURE SUPPLEMENTS") (3/12/2025)

Regulatory assets under management

Total Number of Accounts	68
AUM (Assets Under Management)	$ 387,443,206

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

Jeffrey D. Wildin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

FORESIDE FUND SERVICES, LLC

AMERICAN FINANCIAL NETWORK ADVISORY SERVICES, LLC

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

CREDIT SUISSE SECURITIES (USA) LLC

CREDIT SUISSE SECURITIES (USA) LLC

J.P. MORGAN SECURITIES INC.

Primary Firm SEC Registration

POINT BRIDGE CAPITAL, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/11/2005

Series 63

Date: 1/14/2002

Series 7TO

Date: 3/16/2024

SIE

Date: 10/1/2018

Series 7

Date: 8/21/2001

Series 24

Date: 3/16/2024

Current Firm

POINT BRIDGE CAPITAL, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

POINT BRIDGE CAPITAL, LLC

TRUST BUT VERIFY

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