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Jenny Elaine Wilson

Seven Springs Wealth Group

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About Jenny Elaine Wilson

Jenny Elaine Wilson is a financial advisor with Seven Springs Wealth Group. Jenny has been in the financial services industry since 2008. She has a Series 66 and Series 79TO license, as well as a SIE license. Jenny is a Certified Financial Planner. Jenny is registered to offer investment advice in Tennessee. Jenny has previously worked at Silver Oak Securities, Incorporated and Securities Service Network, LLC.

Firm Information

Jenny Wilson is currently registered with Seven Springs Wealth Group. Seven Springs Wealth Group is an investment advisor based in Brentwood, TN. The firm, founded in 2006, manages approximately $765 million in assets for high-net-worth individuals and other individuals. The firm offers financial planning, pension consulting, and portfolio management services. They are also registered with the SEC.
Seven Springs Wealth Group

340 SEVEN SPRINGS WAY

BRENTWOOD, TN 37027-4536

$765.14M

Assets Under Management

1

Total Clients

5

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jenny Wilson’s Registration & Firm History

TN

03/04/2014 - Present

Seven Springs Wealth Group (BRENTWOOD TN)

TN

08/31/2020 - 01/20/2023

SILVER OAK SECURITIES, INCORPORATED (Brentwood TN)

TN

07/13/2010 - 08/29/2020

SECURITIES SERVICE NETWORK, LLC (BRENTWOOD TN)

TN

01/22/2010 - 07/13/2010

INSTITUTIONAL CAPITAL MANAGEMENT, INC. (BRENTWOOD TN)

TN

08/28/2008 - 12/31/2009

SECURITIES SERVICE NETWORK, INC. (BRENTWOOD TN)

TN

07/31/2008 - 08/07/2008

SUNTRUST INVESTMENT SERVICES, INC. (BRENTWOOD TN)

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Licenses & Designations

BOTH

Issued 03/03/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/29/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jenny Elaine Wilson.
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