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Wilson Studstill

27 Years of Experience
Jacksonville, FL
Broker

Wilson Studstill is a registered investment advisor at Raymond James & Associates, INC., based in Jacksonville, FL, with 27 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

245 Riverside Avenue, Suite 500, Jacksonville, FL, 32202

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Wilson is a trustee/successor trustee for Studstill since 2019. This activity is investment-related and takes a few hours per week.

Employment History
Current Registrations
Raymond James & Associates, INC.
April 2009 - Present · 17 yrs 1 mo
Raymond James & Associates, INC.Broker
April 2009 - Present · 17 yrs 1 mo
Previous Registrations
Citigroup Global Markets INC.
September 1998 - May 2009 · 10 yrs 8 mos
Citigroup Global Markets INC.Broker
August 1998 - May 2009 · 10 yrs 9 mos
State Registrations15 states
CAFLGAILINKSMENCNJNYPASCUTVAWA
AdvisorBrokerBoth

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.
Wilson Studstill - Financial Advisor | TrueAdvisor