Jeremy M. Wilson
J WILSON WEALTH MANAGEMENT
DAVISON, MI 48423
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CRD#: 6132392
Professional summary
Jeremy Mitchell Wilson, CFP® is a registered financial advisor currently at J WILSON WEALTH MANAGEMENT located in Davison, Michigan.
Jeremy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Jeremy has worked at 2 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
Biography
Jeremy was raised in Davison, Michigan and graduated from Davison High School. He is the son of an African-American Air Force Veteran who served in Vietnam and Korea. His mother, a retired IT professional, is the daughter of an AC Spark Plug engineer who worked in Flint for over 30 years. After high school, Jeremy attended Central Michigan University where he earned his Bachelor of Science in Business Administration with a double major in Personal Financial Planning and Real Estate Development & Finance. He was also a 4-year varsity letter recipient in football as a wide receiver. Fire Up Chips!
Jeremy has been working in the financial services industry for over 7 years and has been a Certified Financial Planner™ (CFP®) certificate holder for over 3 years. The CFP® certification marks identify professionals who have met the high standards of competency and ethics established and enforced by CFP Board. CFP Board's Standards of Professional Conduct require CFP® professionals to act in their clients’ best interests.
Jeremy lives in Swartz Creek with his wife, Carol, an elementary school teacher at Dewitt Public Schools. The Wilsons and their dog, Cali, welcomed son Harrison in December, 2018.
Question & Answer
What are your service offerings?
Retirement Planning
Insurance Planning
Estate Planning
Investment Planning
Comprehensive Financial Planni...
Tax Planning
Employee and Employer Plan Ben...
Do you have an area of expertise or specialization?
College/Education Planning
Estate & Generational Planning...
Fixed Fee (Subscription, Retai...
Medical Professionals
Retirement Planning & Distribu...
Tax Planning
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.
CRS (Client Relationship Summary) - RIA
Click below to view Jeremy Mitchell 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: 2015
Experience
Current
May 8, 2019 - Present
J WILSON WEALTH MANAGEMENT
Office #1: 105 E 2nd Street Unit I, Davison, MI 48423RIA
CRD#: 304029
DAVISON, MI
Past
February 20, 2013 - May 9, 2019
HANTZ FINANCIAL SERVICES, INC.
RIA
CRD#: 46047
DAVISON, MI
Past
January 30, 2013 - May 9, 2019
HANTZ FINANCIAL SERVICES, INC.
BD
CRD#: 46047
DAVISON, MI
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
Michigan(5/8/2019)
IAR
Texas(7/30/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
J WILSON WEALTH MANAGEMENT
J WILSON WEALTH MANAGEMENT | J WILSON WEALTH MANAGEMENT, LLC
CRD#: 304029 / SEC#:
Michigan
Registered Investment Advisory firm - (5/6/2019 Approved)Texas
Registered Investment Advisory firm - (7/22/2021 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
105 E 2nd Street Unit I, Davison, MI 48423
Mailing Address
Phone number
(810) 202-9264
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 188 |
| AUM (Assets Under Management) | $ 21,500,000 |
Red Flags
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Company Information
J WILSON WEALTH MANAGEMENT
CRD#: 304029Davison, MI 48423TRUST BUT VERIFY
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