Jeremy Wilson, CFP® J Wilson Wealth Management, LLC

About Jeremy Wilson, CFP®

Jeremy was raised in Davison, Michigan and graduated from Davison High School. He is the son of an African-American Air Force Veteran who served in Vietnam and Korea. His mother, a retired IT professional, is the daughter of an AC Spark Plug engineer who worked in Flint for over 30 years. After high school, Jeremy attended Central Michigan University where he earned his Bachelor of Science in Business Administration with a double major in Personal Financial Planning and Real Estate Development & Finance. He was also a 4-year varsity letter recipient in football as a wide receiver. Fire Up Chips!

Jeremy has been working in the financial services industry for over 7 years and has been a Certified Financial Planner™ (CFP®) certificate holder for over 3 years. The CFP® certification marks identify professionals who have met the high standards of competency and ethics established and enforced by the CFP Board. CFP Board’s Standards of Professional Conduct require CFP® professionals to act in their clients’ best interests.

Jeremy lives in Swartz Creek with his wife, Carol, an elementary school teacher at Dewitt Public Schools. The Wilsons and their dog, Cali, welcomed son Harrison in December 2018.

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Ways Advisor Charges

  • Monthly Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $50+/month
  • Hourly Fee:$50+/hr
  • AUM: 0.75%

SEC Records

States Registered

  • Michigan

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