JW
CFP
JW
CFP

Jericho Wilson

16 Years of Experience
Opelika, AL
Broker

Jericho Wilson is a CFP-designated registered investment advisor at Morgan Stanley, based in Opelika, AL, with 16 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
Loading...

Location

3120 Frederick Road, Suite G, Opelika, AL, 36801

Get directions

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.

Learn about disclosures →
Other Business Activities

Jericho is an officer of CFN Properties, LLC, a real estate company, spending a few hours per week on property management. Jericho also works as an adjunct instructor at Auburn University teaching small business finance, spending a few hours per week.

Employment History
Current Registrations
Morgan Stanley
July 2022 - Present · 4 yrs 2 mos
Morgan StanleyBroker
July 2022 - Present · 4 yrs 2 mos
Previous Registrations
Ameriprise Financial Services, LLC
June 2018 - August 2022 · 4 yrs 2 mos
Ameriprise Financial Services, LLCBroker
June 2018 - August 2022 · 4 yrs 2 mos
Investment Professionals, INC.
January 2010 - September 2018 · 8 yrs 8 mos
Investment Professionals, INC.Broker
April 2009 - September 2018 · 9 yrs 5 mos
State Registrations18 states
ALAZCOFLGAKSKYLAMAMNMONCNENMTNTXVAWA
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.