Jeffrey E. Wilson

WILSON FINANCIAL GROUP

SUWANEE, GA 30024-4697

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CRD#: 5112365

Professional summary

Jeffrey Elmer Wilson, CFP® is a registered financial advisor currently at WILSON FINANCIAL GROUP, LLC located in Suwanee, Georgia.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Jeffrey has worked at 3 firms and has passed the Series 65, Series 63, 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.

WILSON FINANCIAL GROUP, LLC - BUSINESS CONSULTING, AND TAX & ACCOUNTING WORK 1325 SATELLITE BLVD., SUITE 103, SUWANEE, GA - 50% OF TIME.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Elmer 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^®

Certified Financial Planner

Start date: 2008

Experience

Current

November 10, 2009 - Present

WILSON FINANCIAL GROUP, LLC

Office #1: 1325 Satellite Blvd. Suite 103, Suwanee, GA 30024-4697

RIA

CRD#: 152097

SUWANEE, GA

Past

May 25, 2007 - October 27, 2009

SSN ADVISORY, INC.

RIA

CRD#: 126090

NORCROSS, GA

Past

June 20, 2006 - October 27, 2009

SECURITIES SERVICE NETWORK, LLC

CRD#: 13318

SUWANEE, GA

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

Georgia
(11/10/2009)

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: 5/11/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/9/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 3/14/2007

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/8/2006

Investment Company Products/Variable Contracts Representative Examination

Current Firm

WILSON FINANCIAL GROUP, LLC

CRD#: 152097 / SEC#:

Georgia

Registered Investment Advisory firm - (11/10/2009 Approved)

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Contact information

Main Address

1325 Satellite Blvd. Nw Suite 103, Suwanee, GA 30024-4697

Mailing Address

Phone number

(770) 447-9426

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	88
AUM (Assets Under Management)	$ 38,270,133

Red Flags

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

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Jeffrey E. Wilson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Elmer Wilson's CRS (Customer Relationship Summary).

Certified licenses

Experience

WILSON FINANCIAL GROUP, LLC

SSN ADVISORY, INC.

SECURITIES SERVICE NETWORK, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/11/2007

Series 63

Date: 6/9/2006

Series 7

Date: 3/14/2007

Series 6

Date: 6/8/2006

Current Firm

WILSON FINANCIAL GROUP, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WILSON FINANCIAL GROUP, LLC

TRUST BUT VERIFY

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