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James Edmunds Wilson

JE WILSON ADVISORS, LLC·COLUMBIA, South Carolina
Clean record33 years registeredJE WILSON ADVISORS, LLC
2431 DEVINE STREET, COLUMBIA, SC 29205CRD# 710315Firm CRD# 110375

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Edmunds Wilson · COLUMBIA, SC
Registration
CRD #710315 · JE WILSON ADVISORS, LLC · 33 years registered
Brand Profile
Not yet started
01

Career History

APOLLON WEALTH MANAGEMENT, LLC
Nov 2022 – present
JE WILSON ADVISORS, LLC
May 1993 – Feb 2023
COLUMBIA, SC
02

Registrations & Exams

Registration record
First registered · May 20, 1993
Years registered · 33
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
JE WILSON ADVISORS, LLC
CRD 110375 · SEC 801-55086
AUM
$140M
Regulatory assets under management
Employees
3
236 client accounts
Services offered by JE WILSON ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at JE WILSON ADVISORS, LLC →
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Frequently Asked Questions

What services does James Edmunds Wilson offer?
James Edmunds Wilson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in COLUMBIA, South Carolina for a consultation.
What are James Edmunds Wilson's credentials?
James Edmunds Wilson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Edmunds Wilson located?
James Edmunds Wilson is based in COLUMBIA, South Carolina, working with JE WILSON ADVISORS, LLC. Their office serves clients in the COLUMBIA metropolitan area and surrounding communities.
How does James Edmunds Wilson charge for services?
James Edmunds Wilson's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is JE WILSON ADVISORS, LLC?
JE WILSON ADVISORS, LLC has approximately 3 employees and manages $140M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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