Janet Thomas Wilson

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2009 → 10/2025
  Commonwealth Financial Network
  Waltham, MA
• 03/2009 → Present
  Janet Wilson Wealth Management
  Mobile, AL
• 10/2025 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 10/2025 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2009-03-13 → 2025-10-14
  Commonwealth Financial Network
  Daphne, AL
  Mobile, AL
  Mobile, AL
• 1997-10-03 → 2009-03-16
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Mobile, AL
  Mobile, AL

Other Businesses

1. JANET WILSON WEALTH MANAGEMENT, INC., 7621 Mallard Drive, Mobile AL 36695, United States, 10/13/2025, Owner, DBA Name, INV REL, 160 HR/MO - 140 HR/MO TRADING 2. CIRA, 1776 Pleasant Plain Road, Fairfield IA 52556, United States, 10/01/2025, Investment Advisor Representative, CIRA Affiliation, INV REL, 160 HR/MO - 120 HR/MO TRADING

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-04-15
• S63 Uniform Securities Agent State Law Examination
  1997-04-04

Other Names

• Janet Thomas Wilson
• Janet T Wilson
• Janet Lee Thomas
• Janet Lee Wilson