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Jeffrey Dean Wildes

WILDES FINANCIAL STRATEGIES, INC·GEORGETOWN, South Carolina
Clean recordWILDES 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jeffrey Dean Wildes is a registered financial advisor based in GEORGETOWN, South Carolina, affiliated with WILDES FINANCIAL STRATEGIES, INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
WILDES FINANCIAL STRATEGIES, INC
WILDES FINANCIAL STRATEGIES, INC
AUM
$105M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at WILDES FINANCIAL STRATEGIES, INC →
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3218519
Firm CRD# 289496
View on FINRA BrokerCheck →

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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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in South Carolina
GREENVILLE (113)CHARLESTON (112)COLUMBIA (64)FORT MILL (31)MOUNT PLEASANT (28)FLORENCE (24)MT. PLEASANT (22)ROCK HILL (14)RIDGELAND (12)SPARTANBURG (10)
City Guides
GREENVILLE GuideCHARLESTON GuideCOLUMBIA GuideFORT MILL GuideMOUNT PLEASANT Guide
Research
Advisor Fees in South CarolinaNational Fee Analysis
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