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Jamie E Wilson

Investment adviser representative at Procyon
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$9.2BFirm 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

10 years in the industry.

  1. ProcyonFeb 2025 to now
  2. Procyon Advisors, LLCFeb 2025 to now
  3. UnemployedNov 2024 to Jan 2025
  4. Loring Advisory GroupJun 2018 to Oct 2024
  5. Merrill EdgeJun 2016 to Jun 2018

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2016

State registrations

Registered as an investment adviser representative in 2 states (CT, NY).

Procyon

Legal name: Procyon Advisors, LLC

$9.2BAssets managed
3,048Clients
54Advisers
9 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
6673773
Firm CRD
288239
Advisor's SEC record (opens in a new tab)
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