Jonathan M. Gillett

WILCO FINANCIAL

College Grove, TN

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CRD#: 5049335

Professional summary

Jonathan Mendel Gillett, who also goes by Jon Gillett, is a registered financial advisor currently at WILCO FINANCIAL, LLC located in College Grove, Tennessee.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Jonathan has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jon Gillett

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.

Gillett Properties Ltd. - Commercial real estate investment related; 7171 Highway Six North, Suite 101, Houston, TX 77095; Commercial real estate investment; President; 1/1/2015; 15-20 hours per month; 0-1 hours during securities trading hours; I do the books for and oversee a property manager and all operations at an office building in Houston. Cigar Station TN, LLC - Not Investment Related; 5075 Main Street, Suite A1, Spring Hill, TN 37174; Cigar shop; Co-owner; 7/1/23; 5-10 hours per month; 0-1 hours during securities trading hours; I do the books and work with a partner on marketing and strategy. profer, Inc. - Not Investment Related; 6809 Falls Ridge Ln, College Grove, TN 37046; CFO; 10/1/24; 10-20 hours per month; 0-1 hours during securities trading hours; I handle financial strategy for a startup technology company.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Mendel Gillett's CRS (Customer Relationship Summary).

MISSION CAPITAL MANAGEMENT, LLC

RIA

CRD#: 137715

BRENTWOOD, TN

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

Tennessee
(1/6/2025)

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: 6/8/2023

Uniform Investment Adviser Law Examination

Current Firm

WILCO FINANCIAL, LLC

WILCO FINANCIAL | WILCO FINANCIAL, LLC

CRD#: 329081 / SEC#:

Tennessee

Registered Investment Advisory firm - (1/6/2025 Approved)

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Contact information

Main Address

College Grove, TN

Mailing Address

Phone number

(615) 237-8750

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	18
AUM (Assets Under Management)	$ 7,473,882

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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Jonathan M. Gillett

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Mendel Gillett's CRS (Customer Relationship Summary).

Certified licenses

Experience

WILCO FINANCIAL, LLC

WILCO FINANCIAL, LLC

ANSON ANALYTICS

MISSION CAPITAL MANAGEMENT, LLC

MISSION CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/8/2023

Current Firm

WILCO FINANCIAL, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WILCO FINANCIAL, LLC

TRUST BUT VERIFY

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