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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesse? Claim Your ProfileJesse Alan Wilson is an Investment Advisor Representative with Edelman Financial Engines. Jesse Wilson is a CERTIFIED FINANCIAL PLANNER™ professional who has been in the industry since 1997. Jesse Wilson has experience with both individual and business clients and specializes in financial planning, portfolio management, and retirement planning. Jesse Wilson holds the Series 66, Series 63, Series 7, and Series 24 licenses. Jesse Wilson has offices in Chandler, Arizona and Eagle, Idaho.
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.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
AZ
10/15/2018 - Present
Edelman Financial Engines (CHANDLER AZ)
AZ
04/22/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (TEMPE AZ)
AZ
08/10/2011 - 04/22/2016
SANDERS MORRIS HARRIS LLC (TEMPE AZ)
AZ
09/09/2009 - 07/15/2010
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
CO
10/18/2006 - 08/26/2009
T. ROWE PRICE INVESTMENT SERVICES, INC. (COLORADO SPRINGS CO)
CO
08/23/2006 - 09/22/2006
ZIONS DIRECT, INC. (DENVER CO)
AZ
03/08/2000 - 09/14/2006
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
MN
09/04/1997 - 05/03/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/04/1997 - 05/03/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 03/17/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/02/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/07/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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