James Edward Wilson

Current Employers

Employment History

• 10/1999 → Present
  Elliott & Wilson Properies
  Erlanger, KY
• 01/2000 → Present
  James E Wilson Certified Public Accountant Llc
  Erlanger, KY
• 02/2010 → 05/2021
  Avantax Investment Services, Inc.
  Erlanger, KY
• 02/2010 → 06/2021
  Avantax Insurance Agency, Llc
  Erlanger, KY
• 02/2010 → 05/2021
  Avantax Advisory Services
  Erlanger, KY
• 05/2021 → 12/2024
  Silver Oak Securities, Inc.
  Jackson, TN
• 01/2000 → Present
  James E. Wilson
  Erlanger, KY
• 01/1999 → Present
  Agentlink
  Erlanger, KY
• 03/2011 → Present
  Baw Consulting, Inc.
  Ludlow, KY
• 07/2014 → Present
  James E & Beth A Wilson
  Lakeside Park, KY
• 03/2025 → 09/2025
  Avantax Investment Services Inc.
  Erlanger, KY
• 03/2025 → 09/2025
  Avantax Advisory Services
  Erlanger, KY
• 03/2025 → 09/2025
  Avantax Insurance Agency, Llc
  Erlanger, KY
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Erlanger, KY
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2025-03-05 → 2025-09-05
  Avantax Advisory Services
  Erlanger, KY
  Dallas, TX
• 2021-06-03 → 2024-12-31
  Silver Oak Securities, Incorporated
  Jackson, TN
  Erlanger, KY
• 2010-02-18 → 2021-06-04
  Avantax Advisory Services
  Dallas, TX
  Erlanger, KY
  Erlanger, KY
• 2005-01-19 → 2009-12-31
  Woodbury Financial Services, Inc.
  Villa Hills, KY
  Louisville, KY
  Louisville, KY

Other Businesses

1) ELLIOTT AND WILSON PROPERTIES POSITION: General Partner NATURE: Rental property INVESTMENT RELATED: Yes NUMBER OF HOURS: 7 SECURITIES TRADING HOURS: 7 START DATE: 10/27/1999 ADDRESS: 3161 Dixie Hwy, Ste A, Erlanger KY 41018, United States DESCRIPTION: Property Manager, record keeper, leasing agent 2) JAMES E WILSON CERTIFIED PUBLIC ACCOUNTANT LLC POSITION: Managing Member NATURE: CPA services: Accounting, Payroll services, individual and business tax compliance, Business Consulting services, IRS representation, Notice resolution services, INVESTMENT RELATED: No NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 60 START DATE: 01/01/2000 ADDRESS: 3161 Dixie Hwy Ste A, Erlanger KY 41018, United States DESCRIPTION: CPA and owner: everything. Preparer, Reviewer, submitter of tax returns, Client services, Sales, CEO, CFO, COO, IT person, public speaker. There are NO duties as it pertains to wealth management. 3) AGENTLINK POSITION: Insurance Sales Agent NATURE: Sales of various insurance products to retail and commercial customers. Insurance product types include: Health insurance and group policies. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/1999 ADDRESS: 3161 Dixie Hwy Ste A, Erlanger KY 41018, United States DESCRIPTION: Sales, submission of applications, review of coverage annually. 4) WILSONS HEN HOUSE ADVOCACY POSITION: owner NATURE: Organization to get a Backyard Chicken ordinance passed within Lakeside Park, KY. That is it there is nothing else. Once the ordinance is passed or fails the company will be closed. I am only doing this for my [REDACTED] daughter. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/17/2025 ADDRESS: 2542 Dixie Highway, Lakeside Park KY 41017, United States DESCRIPTION: marketing, IT 5) JAMES E. WILSON POSITION: owner NATURE: The company I run my Financial services thru. This entity offers to the public meeting clients, investment advice, life insurance, disability, Medicare supplement, Health insurance, Mutual funds, retirement personal and business products. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2000 ADDRESS: 3161 Dixie Hwy Ste A, Erlanger KY 41018, United States DESCRIPTION: It will be running all activities related to Avantax. That is the value of the answer. Manage the office, Quality control, lead generation, product delivery, Customer service. 6) JAMES E & BETH A WILSON POSITION: Owner NATURE: Residential Rental INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2014 ADDRESS: 2542 Dixie Highway, Lakeside Park KY 41017, United States DESCRIPTION: Owner, property manager, record keeper, leasing agent 7) BAW CONSULTING, INC. POSITION: Officer NATURE: CPA Practice. Quality control, Sign off on returns, preparation of returns. INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 03/30/2011 ADDRESS: 216 Elm Street, Ludlow KY 41018, United States DESCRIPTION: CPA is my duties and responsibilities overseeing the work. Quality control, management, preparer. 8) NAME OF OTHER BUSINESS: SECURE SOLUTIONS INSURANCE & INVESTMENTS; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: MEDICARE SUPPLEMENTS; START DATE: 12/2025; POSITION/TITLE/RELATIONSHIP: REPRESENTATIVE; APX NUMBER OF HOURS PER WEEK: 3; APX NUMBER OF HOURS DURING TRADING HOURS: 3; BRIEF DESCRIPTION OF DUTIES: USING MEDICARE SUPPLEMENT INSURANCE SOFTWARE AND SYSTEMS;

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-12-30
• S63 Uniform Securities Agent State Law Examination
  1998-12-16

Other Names

• James Edward Jr Wilson
• James Edward Wilson