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Jude Wilson

Centrus Financial Strategies
28 Years of Experience
Orlando, FL
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary

Jude Wilson is a registered investment advisor at Centrus Financial Strategies, based in Orlando, FL, with 28 years of industry experience. Jude operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 190 clients with $130M in assets under management.

Centrus Financial Strategies
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
190 clients
Average Client Portfolio
$658K average
Assets Under Management
$125.1M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual fee is 2.00%. Fees are negotiable and may vary by client.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

121 S. Orange Ave North Tower, Suite 1500, Orlando, FL, 32801

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
August 1996
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Jude is a licensed insurance agent selling various insurance products, dedicating about half his time to this activity. He also directs a website providing tax education and serves as a board member for Goodwill Industries, spending minimal time on each. Jude owns Wilson Group Financial Management, LLC, which operates his advisory and insurance business, occupying a full-time commitment.

Employment History
Current Registrations
Centrus Financial Strategies
March 2026 - Present · 7 mos
Previous Registrations
Prosperity Capital Advisors
September 2023 - May 2026 · 2 yrs 8 mos
J. W. Cole Advisors, INC.
August 2014 - September 2023 · 9 yrs 1 mo
J.W. Cole Financial, INC.Broker
August 2014 - September 2023 · 9 yrs 1 mo
First Allied Advisory Services, INC.
June 2012 - August 2014 · 2 yrs 2 mos
First Allied Securities, INC.
May 2009 - July 2012 · 3 yrs 2 mos
First Allied Securities, INC.Broker
May 2009 - August 2014 · 5 yrs 3 mos
Questar Capital CorporationBroker
December 2006 - May 2009 · 2 yrs 5 mos
Questar Asset Management, INC.
October 2006 - May 2009 · 2 yrs 7 mos
Usallianz Securities, INC.
December 2003 - June 2006 · 2 yrs 6 mos
Usallianz Securities, INC.Broker
December 2003 - December 2006 · 3 yrs
Suntrust Securities, INC.Broker
January 2002 - August 2002 · 7 mos
Pruco Securities CorporationBroker
June 2000 - November 2001 · 1 yr 5 mos
Dean Witter Reynolds INC.Broker
January 1997 - September 1998 · 1 yr 8 mos
First Union Brokerage Services, INC.Broker
August 1994 - July 1998 · 3 yrs 11 mos
State Registrations2 states
FLTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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