Jeffrey Dean Wildes
Investment adviser representative at Wildes Financial Strategies, Inc
15 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$138.3MFirm assets
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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
Experience
15 years in the industry.
- The Terrace At Screven, LLCOct 2016 to now
- Wildes Financial Strategies, Inc.Nov 2012 to now
- Wildes Properties, LLCJan 2011 to now
- Raymond James Financial Services Advisors Inc.Nov 2012 to Oct 2017
- Raymond James Financial Services, Inc.Nov 2012 to Oct 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (SC, TX).
Wildes Financial Strategies, Inc
$138.3MAssets managed
422Clients
1Advisers
5 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
- 3218519
- Firm CRD
- 289496