Ronda Jean Wilson

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 09/2011 → 11/2017
  Waddell & Reed Inc
  Maitland, FL
• 11/2017 → 02/2025
  Concourse Financial Group Securities Inc
  Ocala, FL
• 11/2017 → 07/2019
  (Dba) Hpl Wealth Management
  Longwood, FL
• 11/2011 → 02/2025
  Ronda J Wilson Llc Dba Rj Wilson Investments & Insurance
  Ocala, FL
• 02/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 02/2025 → Present
  Cetera Investment Advisers Llc
  Shaumburg, IL

Previous Registrations

• 2017-12-12 → 2025-02-21
  Concourse Financial Group Securities, Inc.
  Longwood, FL
  Ocala, FL
  Birmingham, AL
• 2011-09-29 → 2017-12-19
  Waddell & Reed
  Maitland, FL
  Charleroi, PA
• 2008-08-22 → 2011-09-29
  Edward Jones
  Orlando, FL

Other Businesses

RONDA J WILSON LLC dba RJ WILSON INVESTMENTS AND INSURANCE; Investment Related; Ocala FL 34787; Owner: Financial Services; Start Date:11/2011; 200 hours per month with 40 hours per month occurring during trading hours; Provide financial services solutions. >> VALENCIA COLLEGE BUSINESS ADVISORY COUNCIL; Non-Investment Related; Orlando FL 32825; Other; Member; Start Date 04/2019; 1 hour per month with no hours occurring during trading hours; Local businesses gather to discuss skill sets needed by employers and see what can be done to bring certain educational programs to the college. >> UNITED HEALTHCARE MEDICARE; Non-Investment Related; Maitland FL 32751; Medicare Insurance Plans; Sales Representative; Start Date: 07/2019; 6 hours per month with 4 hours per month occurring during trading hours; Explain Medicare insurance plan options.

Exams

• S66 Uniform Combined State Law Examination
  2008-08-04
• S63 Uniform Securities Agent State Law Examination
  2004-11-11

Designations

• Certified Financial Planner

Other Names

• Ronda J Wilson
• Ronda Wilson
• Ronda Jean Wilson