Unclaimed
Jessica Wilson is a financial advisor with over 10 years of experience in the financial services industry. Jessica currently holds a Series 7, Series 63, and Series 65 licenses, as well as the SIE exam. Jessica Wilson is currently employed with Franklin Distributors, LLC in Short Hills, NJ. Previously, she was employed with Franklin Templeton Financial Services Corp. and Franklin/Templeton Distributors, Inc. in San Mateo, CA. Jessica is registered to provide investment advice and securities in 53 states and territories.
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.
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.
1
2
NJ
07/07/2021 - Present
Franklin Distributors, LLC (Short Hills NJ)
CA
02/24/2020 - 07/07/2021
FRANKLIN TEMPLETON FINANCIAL SERVICES CORP. (SAN MATEO CA)
CA
02/24/2020 - 07/07/2021
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
TX
10/26/2018 - 02/06/2020
APEX CLEARING CORPORATION (DALLAS TX)
CO
03/29/2010 - 08/01/2016
VICTORY CAPITAL ADVISERS, INC. (Greenwood Village CO)
BC
Issued 06/09/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/13/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/01/2016
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jessica Wilson is the right advisor for you? Invested Better is here to help.