JE Wilson Advisors Review

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The following automated report was generated using SEC and FINRA data and was last updated on April 1st, 2020*. For data support, email "".

JE Wilson Advisors, federally registered in 1997, is a Registered Investment Advisor (RIA) in 2 state(s) with a licensed staff of 1 advisors. JE Wilson Advisors manages $118.4 million and provides investment advisory services for 72 clients (1:72 advisor/client ratio).

JE Wilson Advisors does meet the requirements to be Trusted by Regulatory data checked includes disciplinary disclosures such as felony convictions, monetary penalties, and regulation violations, among others. We also checked for other conflicts of interest that can impact client costs, including 12B-1 Fees, commissions, and insurance affiliations.


Firm Information Value
Advisors Directory View Directory
Avg Advisor Years Registered 27
Percentage of Advisors Trusted 100%
Minimum Investment $600,000
Average Client Balance $1,644,444
Total AUM $118.4 million
Advisor / Client Ratio 1:72
Headquarters Columbia, SC
SEC Filings View SEC IAPD CRD #110375
State(s) Registered SC, TX

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*SEC data last verified 04/01/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.