Jeremy Mitchell Wilson
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Retirement Planning
- Risk Management & Insurance
- Estate & Legacy Planning
- Investment Management
- Financial Planning
- Tax Planning
- Business Services
- Education Funding
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...
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Credentials
Years of Experience
13 years in the financial services industry
Current & Past Employments
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Current Firm
J WILSON WEALTH MANAGEMENT | J WILSON WEALTH MANAGEMENT, LLC
Contact Information
Main Address
105 E 2nd Street Unit I, Davison, MI 48423Phone Number
(810) 202-9264# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
197AUM (Assets Under Management)
$25,000,000Similar Advisors
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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.
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State Registrations and Notice Filings
(5/8/2019)
(7/30/2021)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Jeremy Mitchell Wilson's CRS (Customer Relationship Summary).
Services Offered by Jeremy
- Retirement Planning
- Risk Management & Insurance
- Estate & Legacy Planning
- Investment Management
- Financial Planning
- Tax Planning
- Business Services
- Education Funding
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