Jenny Elaine Wilson
Investment adviser representative at Seven Springs Wealth Group
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.4BFirm 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
- Pension consulting
Experience
15 years in the industry.
- Seven Springs Wealth Group, LLC Fka Sailer Financial, LLCApr 2017 to now
- Seven Springs Wealth GroupMar 2014 to now
- Silver Oak Securities, Inc.Aug 2020 to Jan 2023
- Securities Service NetworkJul 2010 to Aug 2020
- Sailer Financial, LLCAug 2008 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (TN).
Seven Springs Wealth Group
Legal name: Seven Springs Wealth Group, LLC
$1.4BAssets managed
400Clients
8Advisers
21 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
- 5506027
- Firm CRD
- 127411