Kathryn Wilson is a registered investment advisor, based in Columbus, OH, with 11 years of industry experience.
Location
580 N Fourth Street, Suite 400, Columbus, OH, 43215
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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 →Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
October 2025 - Present · 7 mos
Gerber, LLC
August 2025 - Present · 9 mos
Previous Registrations
J.P. Morgan Securities LLC
September 2023 - July 2025 · 1 yr 10 mos
J.P. Morgan Securities LLCBroker
September 2023 - July 2025 · 1 yr 10 mos
Ameriprise Financial Services, LLC
November 2020 - August 2023 · 2 yrs 9 mos
Ameriprise Financial Services, LLCBroker
November 2020 - August 2023 · 2 yrs 9 mos
Gerber, LLC
May 2019 - November 2020 · 1 yr 6 mos
Raymond James Financial Services, INC.Broker
February 2015 - October 2020 · 5 yrs 8 mos
State Registrations1 state
OH
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.