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JW

Jared T. Wilson

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CRD#: 7158758
JW
Jared Tyler Wilson

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jared Tyler Wilson, who also goes by Jared T Wilson, was a registered financial professional .

Jared is a previously registered financial professional and started their career in finance in 2019. Jared had worked at 5 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.

Aliases

Jared T Wilson

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 name of the other business; Varsity Spirit whether the business is investment-related; No the address of the other business; Memphis, TN the nature of the other business; Event Emcee your position; Emcee title, or relationship with the other business; Event Emcee the start date of your relationship; 11/1/2023 the approximate number of hours/month you devote to the other business; 30 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; Emcee sporting events and assist with event management. the name of the other business; DoorDash whether the business is investment-related; No the address of the other business; 303 2nd Street, South Tower, 8th Floor, San Francisco, California, 94107 the nature of the other business; Delivery Service your position; Delivery Driver title, or relationship with the other business; Event Emcee the start date of your relationship; 03/09/2024 the approximate number of hours/month you devote to the other business; 20 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; Delivery of food and various items to customers.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

December 16, 2024 - June 25, 2026

PAYCHEX SECURITIES CORPORATION

BD
CRD#: 39733
ROCHESTER, NY
Past

December 15, 2023 - November 19, 2024

TRANSAMERICA RETIREMENT ADVISORS, LLC

RIA
CRD#: 107319
Tampa, FL
Past

December 6, 2023 - November 19, 2024

TRANSAMERICA INVESTORS SECURITIES, LLC

BD
CRD#: 32205
HARRISON, NY
Past

August 29, 2022 - November 8, 2023

FISHER INVESTMENTS

RIA
CRD#: 107342
TAMPA, FL
Past

October 21, 2019 - May 11, 2022

ADP BROKER-DEALER, INC.

BD
CRD#: 37693
ROSELAND, NJ

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 8/29/2022
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/11/2019
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 10/21/2019
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 9/30/2019
Securities Industry Essentials Examination

Current Firm

PS
PAYCHEX SECURITIES CORPORATION
PAYCHEX SECURITIES CORPORATION

CRD#: 39733 / SEC#: , 8-48942

BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
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Contact information

Main Address
220 Kenneth Drive, Rochester, NY 14623
Mailing Address
220 Kenneth Drive, Rochester, NY 14623
Phone number
(585) 387-4312
Established
New York since 07/17/1995
Firm type
Corporation
Fiscal year end
May
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
PAYCHEX HOLDINGS, LLCPARENT CORP
SCHRADER, ROBERT LEWISDIRECTOR7827962
SIMMONS, CHRISTOPHER CARLTREASURER7621466
YEZZI, KELLY MPRESIDENT6900749
YEZZI, KELLY MCHIEF COMPLIANCE OFFICER6900749

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.

Company Information

PAYCHEX SECURITIES CORPORATION

CRD#: 39733

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