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Jeffrey Scott Wilson

TRINITY CAPITAL INVESTORS·JACKSON, Mississippi
Clean recordTRINITY CAPITAL INVESTORS
1675 LAKELAND DRIVE, JACKSON, MS 39216CRD# 2696712Firm CRD# 110798

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Scott Wilson · JACKSON, MS
Registration
CRD #2696712 · TRINITY CAPITAL INVESTORS
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jeffrey Scott Wilson is a registered financial advisor based in JACKSON, Mississippi, affiliated with TRINITY CAPITAL INVESTORS. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
TRINITY CAPITAL INVESTORS
TRINITY CAPITAL INVESTORS
AUM
$468M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at TRINITY CAPITAL INVESTORS →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2696712
Firm CRD# 110798
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeffrey Scott Wilson offer?
Jeffrey Scott Wilson specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in JACKSON, Mississippi for a consultation.
What are Jeffrey Scott Wilson's credentials?
Jeffrey Scott Wilson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Scott Wilson located?
Jeffrey Scott Wilson is based in JACKSON, Mississippi, working with TRINITY CAPITAL INVESTORS. Their office serves clients in the JACKSON metropolitan area and surrounding communities.
How does Jeffrey Scott Wilson charge for services?
Jeffrey Scott Wilson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRINITY CAPITAL INVESTORS?
TRINITY CAPITAL INVESTORS has approximately 2 employees and manages $468M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Mississippi
RIDGELAND (52)OXFORD (15)GULFPORT (10)MADISON (9)CLARKSDALE (6)TUPELO (6)FLOWOOD (5)MOSS POINT (4)STARKVILLE (4)CLINTON (3)
City Guides
RIDGELAND GuideOXFORD GuideGULFPORT GuideMADISON GuideCLARKSDALE Guide
Research
Advisor Fees in MississippiNational Fee Analysis
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