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Jeffrey Dean Wildes

WILDES FINANCIAL STRATEGIES, INC·GEORGETOWN, South Carolina
SIE, Series 7, Series 9, Series 10, Series 63, Series 66CFPClean record19 years registeredWILDES FINANCIAL STRATEGIES, INC
625 CHURCH ST., GEORGETOWN, SC 29440CRD# 3218519Firm CRD# 289496

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Dean Wildes · GEORGETOWN, SC
Registration
CRD #3218519 · WILDES FINANCIAL STRATEGIES, INC · 19 years registered
Brand Profile
Not yet started
01

Career History

WILDES FINANCIAL STRATEGIES, INC
Aug 2017 – present
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Nov 2012 – Oct 2017
GEORGETOWN, SC
EDWARD JONES
Mar 2007 – Nov 2012
GEORGETOWN, SC
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 9
Series 10
Series 63
Series 66
Registration record
First registered · March 16, 2007
Years registered · 19
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WILDES FINANCIAL STRATEGIES, INC
CRD 289496 · SEC 801-121843
AUM
$105M
Regulatory assets under management
Employees
6
773 client accounts
Services offered by WILDES FINANCIAL STRATEGIES, INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at WILDES FINANCIAL STRATEGIES, INC →
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05

Frequently Asked Questions

What services does Jeffrey Dean Wildes offer?
Jeffrey Dean Wildes specializes in Financial Planning, Investment Management. Contact their office in GEORGETOWN, South Carolina for a consultation.
What are Jeffrey Dean Wildes's credentials?
Jeffrey Dean Wildes holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Jeffrey Dean Wildes located?
Jeffrey Dean Wildes is based in GEORGETOWN, South Carolina, working with WILDES FINANCIAL STRATEGIES, INC. Their office serves clients in the GEORGETOWN metropolitan area and surrounding communities.
How does Jeffrey Dean Wildes charge for services?
Jeffrey Dean Wildes's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WILDES FINANCIAL STRATEGIES, INC?
WILDES FINANCIAL STRATEGIES, INC has approximately 6 employees and manages $105M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in South Carolina
GREENVILLE (88)CHARLESTON (52)COLUMBIA (48)FORT MILL (24)MOUNT PLEASANT (22)MT. PLEASANT (14)GREENWOOD (9)ROCK HILL (9)SPARTANBURG (8)SENECA (8)
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Research
Advisor Fees in South CarolinaNational Fee Analysis
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