JW
Jean A. Wilczynski
EXENCIAL WEALTH ADVISORS
Old Lyme, CT 06371
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CRD#: 6316708
JW
Professional summary
Jean A Wilczynski, CFP® is a registered financial advisor currently at EXENCIAL WEALTH ADVISORS located in Old Lyme, Connecticut.
Jean is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Jean has worked at 1 firm and has passed the Series 65 exam.
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.
Jean serves as Chair of the Finance Council and member of the Investment Committee for Christ the King Catholic Church, Old Lyme, Connecticut. In this capacity, she provides insight and guidance to the Pastor and staff in the areas of finance and investments - including reviewing and monitoring reserve and scholarship fund investments that are managed by an outside investment advisor. These are unpaid volunteer positions involving approximately 2 hours per week, generally outside of normal business hours, with approximately 2-4 hours per quarter during business hours.
CRS (Client Relationship Summary) - RIA
Click below to view Jean A Wilczynski'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: 2017
Experience
Current
April 25, 2014 - Present
EXENCIAL WEALTH ADVISORS
Office #1: 83 Halls Road, Suite 205 P.o. Box 623, Old Lyme, CT 06371RIA
CRD#: 130475
Old Lyme, CT
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".
EW
EXENCIAL WEALTH ADVISORS
BURNS ADVISORY GROUP | EXENCIAL WEALTH ADVISORS, LLC | EXENCIAL WEALTH ADVISORS | BURNS WEALTH MANAGEMENT, INC. | BURNS WEALTH MANAGEMENT INC. | BURNS ADVISORY GROUP/EXECUTIVE FINANCIAL GROUP
CRD#: 130475 / SEC#: 801-62789
RIA
Registered Investment Advisory firm - (2/9/2004 Approved)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
Connecticut(4/25/2014)
IAR
Florida(1/5/2024)
IAR
North Carolina(4/11/2024)
IAR
Oklahoma(7/12/2018)
IAR
Pennsylvania(12/18/2023)
IAR
Texas(7/12/2018)
Current Firm
EW
EXENCIAL WEALTH ADVISORS
BURNS ADVISORY GROUP | EXENCIAL WEALTH ADVISORS, LLC | EXENCIAL WEALTH ADVISORS | BURNS WEALTH MANAGEMENT, INC. | BURNS WEALTH MANAGEMENT INC. | BURNS ADVISORY GROUP/EXECUTIVE FINANCIAL GROUP
CRD#: 130475 / SEC#: 801-62789
RIA
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Contact information
Main Address
9108 N. Kelley Avenue, Oklahoma City, OK 73131
Mailing Address
Phone number
(405) 478-1971
Established
Firm type
Fiscal year end
# of Employees
117
SEC notice filing (50 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 9,357 |
| AUM (Assets Under Management) | $ 5,301,377,514 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 | ||
| 08/27/2024 | ||
| 11/20/2023 |
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.
