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PALADIN RESEARCH REPORT FOR:

James Wilson

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Telephone Advisor
803.799.9203

I. Snapshot

A. Registry Member
  • Since 2016
B. Years of Experience
  • 32
C. College Degrees
  • Univ of S. Carolina - 4
D. Certifications
  • CFP®
E. Financial Fiduciary
  • Yes
F. Business Philosophy
  • Read Business Philosophy

    Goals and Values Based Financial Planning. Focusing on planning possibilities from the top down. Investing via evidence based philosophy-long term oriented coordinated with planning goals.

G. Asset Requirement
  • $1,000,000

II. Contact Information

A. Key Contact
  • Shawncee Sapp
B. Main Location
  • 2431 Devine St
    Columbia, South Carolina, 29205
C. Telephone
  • 803.799.9203

III. Internet

A. Visit Website
B. Social Connections
C. View Articles

IV. Firm(s)

A. Name of Firm
  • J.E. Wilson Advisors,LLC
B. Relationship to Firm
  • Owner
C. Name of RIA
  • J.E. Wilson Advisors,LLC
D. Name of Broker/Dealer
  • None
E. Name(s) of Custodian(s)
  • TD Ameritrade

V. Credentials

A. Years of Financial Experience
  • 32 Years
B. College, Degrees, Years
  • Univ of S. Carolina - 4
C. Current Certifications
D. Association Memberships
  • None
E. Comments
  • Former President of National Association of Personal Financial Advisors (NAPFA); Former Member of Board of Governors of Certified Financial Planner Board of Standards (CFPBS).

VI. Registration, Licensing,
Compliance

A. RIA/IAR Registration
  • Did Not Answer
B. Type of RIA Registration
  • SEC
C. Industry Licenses
  • Did Not Answer
D. Registration & License Numbers
  • CRD: 710315
  • IARD: 110375
  • Insurance: None
E. State Licences
F. Compliance Record (Investment)
  • No Disclosures
G. Compliance Record (Insurance)
  • No Disclosures
H. Criminal Disclosure(s)
  • None
I. Additional Disclosure(s)
  • None
J. View our ADV(s)
  • Available Upon Request
K. Links

VII. Business Data & Practices

A. Business Philosophy
  • Read Business Philosophy

    Goals and Values Based Financial Planning. Focusing on planning possibilities from the top down. Investing via evidence based philosophy-long term oriented coordinated with planning goals.

B. Minimum Asset Requirement
  • $1,000,000
C. Number of Current Clients
  • 81
D. Assets (Management, Advisement)
  • $110,000,000
E. Methods of Compensation
  • Fixed Fee
  • Asset-Based Fee
F. Methods of Communication
  • Face-to-Face Meetings
  • Telephone
  • Email
  • Skype/Video-Voice
G. Types of Reports (Frequency)
  • Performance (Quarterly)
  • Newsletters (Monthly)
  • Other: blog weekly
H. Second Language(s)
  • None
I. Value Statement
  • View Value Statement
    Among most experienced fee-only planners in the region. Holistic ,big picture planning approach focused on converting human capital into financial capital over time. Utilize evidence based investing approach to coordinate with long term goals.

VIII. Clients & Services

A. Types of Clients
  • Business Pension Plans
B. Types of Financial Services
  • Planning Advice & Services
  • Investment Advice & Services
C. Discretionary Asset Management
  • Yes
D. Limited Engagement Services
  • None

IX. Certification

Advisor Name
  • James Wilson
Most Recent Update:
  • Feb 2, 2017

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