Jeffrey Elmer Wilson

Employer firm

Wilson Financial Group, LLC CRD 152097

$49.8M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 10/2001 → Present
  Wilson Financial Group, Llc
  Suwanee, GA

Previous Registrations

• 2007-05-25 → 2009-10-27
  Ssn Advisory, Inc.
  Norcross, GA

Other Businesses

WILSON FINANCIAL GROUP, LLC - BUSINESS CONSULTING, AND TAX & ACCOUNTING WORK 1325 SATELLITE BLVD., SUITE 103, SUWANEE, GA - 50% OF TIME.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-05-11
• S63 Uniform Securities Agent State Law Examination
  2006-06-09

Designations

• Certified Financial Planner