Sarah Jean Wilson

Employer firm

25 Financial CRD 317916

$545M regulatory AUM 25 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

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

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

Current Employers

Employment History

• 10/2021 → 05/2023
  Td Ameritrade
  St. Louis, MO
• 05/2018 → 10/2021
  Hdis
  Olivette, MO
• 02/2018 → 05/2018
  Peg- Temp Agency
  Creve Coeur, MO
• 12/2017 → 02/2018
  Unemployed
  Fenton, MO
• 06/2014 → 12/2017
  James River Church
  Ozark, MO
• 05/2023 → 06/2025
  Charles Schwab & Co., Inc.
  St. Louis, MO
• 07/2025 → Present
  25 Financial
  Kirkwood, MO

Previous Registrations

• 2024-12-16 → 2025-07-19
  Charles Schwab & Co., Inc.
  St Louis, MO
  St. Louis, MO
  Westlake, TX
  St Louis, MO
  St Louis, MO
  St Louis, MO
  Westlake, TX
  St Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2024-12-16
• S63 Uniform Securities Agent State Law Examination
  2022-02-08

Other Names

• Sarah Jean Henson
• Sarah Jean Butcher