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Jeffrey Elmer Wilson

Wilson Financial Group, LLC

Suwanee, GA

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Current Employers
Wilson Financial Group, Llc

1325 Satellite Blvd. Nw Suite 103, Suwanee, GA 30024-4697 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2009-11-10
  • GA RA
    APPROVED
    Since 2009-11-10

Branch Locations

1325 Satellite Blvd. Suite 103, Suwanee, GA 30024-4697 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wilson Financial Group, Llc Suwanee GA 10/2001 Present
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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-05-11
S63 Uniform Securities Agent State Law Examination 2006-06-09
  • S65 Uniform Investment Adviser Law Examination
    2007-05-11
  • S63 Uniform Securities Agent State Law Examination
    2006-06-09
Designations

View on SEC IAPD

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Other Offices

THE LLOYD ADVISORY GROUP · SUWANEE, GA
PREMIER FINANCIAL ADVISORY SERVICES, LLC · SUWANEE, GA
MERSEREAU, LAZENBY & ROCKAS, L.L.C. · SUWANEE, GA
MERSEREAU, LAZENBY & ROCKAS, L.L.C. · SUWANEE, GA
AMERIPRISE FINANCIAL SERVICES, LLC · SUWANEE, GA
STATE FARM INVESTMENT MANAGEMENT CORP. · Suwanee, GA
OSAIC WEALTH, INC. · SUWANEE, GA
LPL FINANCIAL LLC · SUWANEE, GA

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