Sarah J. Wilson

25 FINANCIAL

Saint Louis, MO 63122

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CRD#: 7449285

Professional summary

Sarah Jean Wilson, who also goes by Sarah Jean Henson, is a registered financial advisor currently at 25 FINANCIAL located in Saint Louis, Missouri.

Sarah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Sarah has worked at 3 firms and has passed the Series 66, Series 63, Series 7TO, SIE, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Sarah Jean Henson

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sarah Jean Wilson's CRS (Customer Relationship Summary).

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®

None

Experience

Current

September 15, 2025 - Present

25 FINANCIAL

Office #1: 135 West Adams Avenue, Saint Louis, MO 63122

RIA

CRD#: 317916

Saint Louis, MO

Past

December 16, 2024 - July 19, 2025

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

St. Louis, MO

Past

May 26, 2023 - July 19, 2025

CHARLES SCHWAB & CO., INC.

CRD#: 5393

St Louis, MO

Past

January 28, 2022 - May 26, 2023

TD AMERITRADE, INC.

CRD#: 7870

ST. LOUIS, MO

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".

25 FINANCIAL

25 FINANCIAL | 25, LLC

CRD#: 317916 / SEC#: 801-123213

RIA

Registered Investment Advisory firm - (2/11/2022 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

Missouri
(9/15/2025)

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 66

Date: 12/16/2024

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 2/8/2022

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 1/28/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 12/2/2021

Securities Industry Essentials Examination

Principal/Supervisory Exam

Series 10

Date: 10/16/2023

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 8/25/2023

General Securities Sales Supervisor - Options Module Examination

Current Firm

25 FINANCIAL

25 FINANCIAL | 25, LLC

CRD#: 317916 / SEC#: 801-123213

RIA

Registered Investment Advisory firm - (2/11/2022 Approved)

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Contact information

Main Address

135 West Adams Avenue, Saint Louis, MO 63122

Mailing Address

Phone number

(314) 530-2858

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (23 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV2A (4/2/2025)

Regulatory assets under management

Total Number of Accounts	2,700
AUM (Assets Under Management)	$ 415,000,000

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.

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Advisor Monitoring

Firm Stability Insights

Sarah J. Wilson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sarah Jean Wilson's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

TD AMERITRADE, INC.

Primary Firm SEC Registration

25 FINANCIAL

State Registrations and Notice Filings

Exams

Series 66

Date: 12/16/2024

Series 63

Date: 2/8/2022

Series 7TO

Date: 1/28/2022

SIE

Date: 12/2/2021

Series 10

Date: 10/16/2023

Series 9

Date: 8/25/2023

Current Firm

25 FINANCIAL

Contact information

SEC notice filing (23 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

25 FINANCIAL

TRUST BUT VERIFY

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