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@jewilson.com
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James E. Wilson, Cfp® is listed as Helping Successful Entrepreneurs Lessen Their Financial Anxieties & Enjoy Life at JE Wilson Advisors,LLC, based in Columbia, South Carolina, United States. AeroLeads shows a work email signal at jewilson.com, phone signal with area code 803, and a matched LinkedIn profile for James E. Wilson, Cfp®.
James E. Wilson, Cfp® previously worked as Founder/President at Je Wilson Advisors,Llc and Fifty Wealth Podcasts on fiftywealth.com at Je Wilson Advisors,Llc. James E. Wilson, Cfp® holds Economics from University Of S.C..
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AeroLeads found 1 current-domain work email signal for James E. Wilson, Cfp®. Compare company email patterns before reaching out.
Hello - thanks for viewing my profile. I’m an experienced fee-only advisor with specialist expertise in guiding successful business owners in the run up phase prior to retirement. Over the years, I have been privileged to serve in leadership positions within our profession. I am a past President of the National Association of Personal Financial Advisors (NAPFA), and also was the first fee-only Certified Financial Planner Practitioner to serve on the Board of Governors of the Certified Financial Planner Board of Standards. My views have been featured in numerous financial publications including The Wall Street Journal, Forbes, The New York Times, Kiplinger’s, Money, Medical Economics and Worth. I was pleased to be named to the INVESTOPEDIA Top 100 Most Influential Advisors list in 2017.I am a lifelong student of economics and particularly like trying to work through the intersection of classical and behavioral economics. My firm is located in Columbia, South Carolina but with the benefit of technology we work with clients throughout the U.S. You can contact me at james@jewilson.com or 803.799.9203https://www.jewilson.com/contact-us/Specialties:Entrepreneurs/Business OwnersClarifying and Prioritizing What Matters MostSimplifying ComplexitiesBehavioral AdviceOngoing Planning/Course CorrectionsTransition Planning
Listed skills include Investments, Wealth Management, Retirement Planning, Retirement, and 15 others.
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Columbia, South Carolina, Us
Among the oldest Fiduciary Financial Life Management Firms located in South Carolina. JEWA provides the intimacy of a boutique advisory firm along with significant (30+ years) experience. Our passion is providing a vastly different client experience through a totally independent approach and utilizing financial market science. Our focus is on possibilities instead of certainty.
Columbia, South Carolina, Us
fiftywealth.com was launched as an educational service of J.E. Wilson Advisors, LLC. The site contains resources to primarily assist those in the “Run-Up” phase of their financial lives. We have recorded several podcasts that discuss some of those concepts.
Fee Only Financial Planning Firm
Provided a valuable foundational experience on investments; Where I learned the difference between sales and advice.
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James E. Wilson, Cfp® works for JE Wilson Advisors,LLC.
James E. Wilson, Cfp® is listed as Helping Successful Entrepreneurs Lessen Their Financial Anxieties & Enjoy Life at JE Wilson Advisors,LLC.
AeroLeads has found 1 work email signal at @jewilson.com for James E. Wilson, Cfp® at JE Wilson Advisors,LLC.
AeroLeads has found 2 phone signal(s) with area code 803 for James E. Wilson, Cfp® at JE Wilson Advisors,LLC.
James E. Wilson, Cfp® is based in Columbia, South Carolina, United States while working with JE Wilson Advisors,LLC.
James E. Wilson, Cfp® has worked for Je Wilson Advisors,Llc, James Edmunds Wilson & Company, and Bache,Halsey,Stuart& Shields.
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James E. Wilson, Cfp® holds Economics from University Of S.C..
James E. Wilson, Cfp® is listed with skills including Investments, Wealth Management, Retirement Planning, Retirement, Investment Advisory, Strategic Financial Planning, Wealth Management Services, and Public Speaking.
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