Jedd Wilson

Jedd Wilson Email and Phone Number

Senior Advisor at Soltis Investment Advisors @ Soltis Investment Advisors
Jedd Wilson's Location
Salt Lake City, Utah, United States, United States
Jedd Wilson's Contact Details

Jedd Wilson personal email

About Jedd Wilson

I began my career in Financial Services in 1993 as an entry-level employee at Fidelity Investments in Salt Lake City, Utah. From entry-level to Vice President, I held various positions along the way while working at Fidelity in Salt Lake City, UT, Merrimack, NH, and Boston, MA. Every promotion created new opportunities to deepen my knowledge and hone my skill set.Today, I work for Soltis Investment Advisors as a Senior Advisor; a firm with people of the highest character who take the role of being a fiduciary seriously. We act in our clients' best interest.

Jedd Wilson's Current Company Details
Soltis Investment Advisors

Soltis Investment Advisors

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Senior Advisor at Soltis Investment Advisors
Jedd Wilson Work Experience Details
  • Soltis Investment Advisors
    Senior Advisor
    Soltis Investment Advisors May 2018 - Present
    St. George, Ut, Us
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  • Gryphon Private Wealth Management
    Wealth Manager, Iar
    Gryphon Private Wealth Management May 2014 - Apr 2018
    Eagle, Id, Us
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  • Creative Planning Inc.
    Wealth Manager
    Creative Planning Inc. Aug 2011 - Apr 2014
    Overland Park, Kansas, Us
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  • Fidelity Investments
    Regional Vice President
    Fidelity Investments Nov 1993 - 2010
    Boston, Ma, Us
    During my career at Fidelity Investments, I worked with individual investors, financial advisers, registered representatives, and high-net-worth families and individuals.- RVP/Outside Wholesaler representing the Fidelity Advisor Funds (Utah based)- VP Regional Mutual Fund Consultant (Mountain West Region)- Private Offerings Manager (Boston, MA)- Financial Representative (Congress Street Investor Center, Boston, MA)
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Jedd Wilson Skills

Wealth Management Strategic Financial Planning Investment Management Asset Allocation Wealth Management Services Mutual Funds Investment Strategies Financial Planners Retirement Planning Securities Investment Advisory Investments Equities Asset Management Portfolio Management Alternative Investments Wealth Series 7 Retirement Capital Markets Etfs Asset Managment Series 63 Financial Services 401k Series 65 Financial Planning Finra

Jedd Wilson Education Details

  • Westminster University
    Westminster University
    Master Of Business Administration (Mba)
  • University Of Utah
    University Of Utah
    Economics

Frequently Asked Questions about Jedd Wilson

What company does Jedd Wilson work for?

Jedd Wilson works for Soltis Investment Advisors

What is Jedd Wilson's role at the current company?

Jedd Wilson's current role is Senior Advisor at Soltis Investment Advisors.

What is Jedd Wilson's email address?

Jedd Wilson's email address is je****@****hoo.com

What schools did Jedd Wilson attend?

Jedd Wilson attended Westminster University, University Of Utah.

What are some of Jedd Wilson's interests?

Jedd Wilson has interest in Children, Economic Empowerment, Education, Poverty Alleviation, Arts And Culture.

What skills is Jedd Wilson known for?

Jedd Wilson has skills like Wealth Management, Strategic Financial Planning, Investment Management, Asset Allocation, Wealth Management Services, Mutual Funds, Investment Strategies, Financial Planners, Retirement Planning, Securities, Investment Advisory, Investments.

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