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Jackson Reid Wilson

Mauney-Pitt Financial Management, Inc.

Shelby, NC

CRD 7932180

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Employer firm

Mauney-Pitt Financial Management, Inc. CRD 337870

$418M regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Mauney-Pitt Financial Management, Inc.

310-2 East Graham Street, Shelby, NC 28150 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-07-02
  • NC RA
    APPROVED
    Since 2026-07-02

Branch Locations

310-2 East Graham Street, Shelby, NC 28150 • 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
The University Of Tennessee, Knoxville Knoxville TN 08/2022 05/2026
Mauney-Pitt Financial Management, Inc. Shelby NC 06/2026 Present
Mauney-Pitt Financial Management, Inc. Shelby NC 06/2024 08/2025
Jenkins Foods Shelby NC 06/2021 08/2023
Student Shelby NC 06/2016 05/2021
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-20
  • S65 Uniform Investment Adviser Law Examination
    2026-06-20
Other Names
  • Jack Wilson

View on SEC IAPD

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EDWARD JONES
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Nearby Investors

RICHARD JASON WINN
RICHARD DALE WINN
PATRICK LAWRENCE MAUNEY

Nearby Offices

LPL FINANCIAL LLC · SHELBY, NC
EDWARD JONES · Shelby, NC
MML INVESTORS SERVICES, LLC · Shelby, NC

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