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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Homer jonathan? Claim Your ProfileHomer Jonathan Reed Wilson is a financial advisor with over 27 years of experience. He is currently registered with Mercer Global Advisors Inc. in California. Homer has previously worked at Ally Invest Securities LLC, Silver Oak Securities, Incorporated, SICOR Securities Inc, SII INVESTMENTS, INC., AMERICAN EXPRESS FINANCIAL ADVISORS INC., and IDS LIFE INSURANCE COMPANY. Homer's specialties include financial planning, portfolio management, and estate planning. He is a Certified Financial Planner™ professional.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Trust services, estate planning, tax return preparation, consultation
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CO
05/12/2023 - Present
Mercer Global Advisors Inc. (DENVER CO)
NC
06/29/2021 - 08/16/2022
ALLY INVEST SECURITIES LLC (CHARLOTTE NC)
TN
06/15/2006 - 06/30/2021
SILVER OAK SECURITIES, INCORPORATED (JACKSON TN)
OH
11/07/1997 - 06/16/2006
SICOR SECURITIES INC (DAYTON OH)
WI
01/22/1997 - 11/11/1997
SII INVESTMENTS, INC. (APPLETON WI)
MN
09/27/1994 - 01/07/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/27/1994 - 01/07/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 09/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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