JW
JW

Jennifer Wilson

19 Years of Experience
Lexington, KY
Broker

Jennifer Wilson is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lexington, KY, with 19 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

2424 Harrodsburg Road, Suite 101, Lexington, KY, 40503

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Jennifer works as a financial advisor at Central Bank since 2016 and as an investment advisor at Central Investment Center Inc since 2019. She dedicates about half of her time to each of these roles.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
February 2016 - Present · 10 yrs 5 mos
Raymond James Financial Services, INC.Broker
January 2016 - Present · 10 yrs 6 mos
Previous Registrations
Fifth Third Securities, INC.Broker
January 2011 - December 2015 · 4 yrs 11 mos
Fifth Third Securities, INC.
January 2011 - December 2015 · 4 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2006 - August 2009 · 3 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2005 - August 2009 · 4 yrs
State Registrations14 states
ALFLGAINKSKYMANCNYOHORPASCTN
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.