James Edward Wilson
Investment adviser representative at Cetera Investment Advisers LLC
26 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
26 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- James E & Beth A WilsonJul 2014 to now
- Baw Consulting, Inc.Mar 2011 to now
- James E Wilson Certified Public Accountant LLCJan 2000 to now
- James E. WilsonJan 2000 to now
- Elliott & Wilson ProperiesOct 1999 to now
- AgentlinkJan 1999 to now
- Avantax Advisory ServicesMar 2025 to Sep 2025
- Avantax Insurance Agency, LLCMar 2025 to Sep 2025
- Avantax Investment Services Inc.Mar 2025 to Sep 2025
- Silver Oak Securities, Inc.May 2021 to Dec 2024
- Avantax Insurance Agency, LLCFeb 2010 to Jun 2021
- Avantax Advisory ServicesFeb 2010 to May 2021
- Avantax Investment Services, Inc.Feb 2010 to May 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 1 state (KY).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3160105
- Firm CRD
- 105644