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Jacob C Wilson

Flourish Financial LLC

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About Jacob C Wilson

Jacob C Wilson is a securities professional registered with Flourish Financial LLC. Jacob has been in the securities industry since February 2023 and has a Series 7TO, Series 63, and SIE. Jacob's current registration status is active in 53 states, District of Columbia, Puerto Rico, and the Virgin Islands.

Firm Information

Jacob Wilson is currently registered with Flourish Financial LLC. Flourish Financial LLC is a Limited Liability Company formed on November 3, 2017. They are registered to provide services in all 50 states, as well as the District of Columbia, Puerto Rico and the Virgin Islands. They have also been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

18

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Jacob Wilson’s Registration & Firm History

NY

02/24/2023 - Present

Flourish Financial LLC (New York NY)

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Licenses & Designations

BC

Issued 04/06/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/24/2023

Series 7TO - General Securities Representative Examination

BC

Issued 07/08/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jacob C Wilson.
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