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Jean-Charles Serge Wilhelm

Morgan Stanley

Troy, MI

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2024-08-02
TX RA APPROVED 2024-08-02
  • MI RA
    APPROVED
    Since 2024-08-02
  • TX RA
    APPROVED
    Since 2024-08-02

Branch Locations

101 West Big Beaver Road Suite 1200, Troy, MI 48084 • 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
Ameriprise Financial Services, Inc. Troy MI 10/2016 03/2020
Key Management Group Troy MI 05/2015 10/2016
University Of Michigan Ann Arbor MI 07/2010 10/2016
Ameriprise Financial Services, Llc Troy MI 03/2020 08/2024
Morgan Stanley Smith Barney Llc Troy MI 08/2024 Present
Morgan Stanley Private Bank, N.A New York NY 08/2024 Present
  • 10/2016 → 03/2020
    Ameriprise Financial Services, Inc.
    Troy, MI
  • 05/2015 → 10/2016
    Key Management Group
    Troy, MI
  • 07/2010 → 10/2016
    University Of Michigan
    Ann Arbor, MI
  • 03/2020 → 08/2024
    Ameriprise Financial Services, Llc
    Troy, MI
  • 08/2024 → Present
    Morgan Stanley Smith Barney Llc
    Troy, MI
  • 08/2024 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-06-14
  • S66 Uniform Combined State Law Examination
    2019-06-14
Designations
Other Names
  • Jc Wilhelm

View on SEC IAPD

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COOK & ASSOCIATES
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
SPC
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STRAIGHTLINE
MAXWELL INVESTMENT ADVISORY SERVICES

Other Investors

MATTHEW PAUL COOK
AMY LYNN ROBERTS
MICHAEL A JUSTIN
BRUCE CRAIG GREENING
STEVEN THOMAS MARLETTE
MICHAEL DAVID VICHUNAS
Quinn J Wright
DAVID JAMES SMOLAREK

Other Offices

COOK & ASSOCIATES · TROY, MI
LPL FINANCIAL LLC · TROY, MI
LPL FINANCIAL LLC · TROY, MI
STATE FARM INVESTMENT MANAGEMENT CORP. · Troy, MI
SPC · Troy, MI
CETERA INVESTMENT ADVISERS LLC · TROY, MI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Troy, MI
STRAIGHTLINE · TROY, MI

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