Sarah Jean Wilson
Investment adviser representative at 25 Financial
12 yearsExperience
1 stateRegistered in
$545MFirm assets
4 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 assetsFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- 25 FinancialJul 2025 to now
- Charles Schwab & Co., Inc.May 2023 to Jun 2025
- TD AmeritradeOct 2021 to May 2023
- HdisMay 2018 to Oct 2021
- Peg- Temp AgencyFeb 2018 to May 2018
- UnemployedDec 2017 to Feb 2018
- James River ChurchJun 2014 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (MO).
25 Financial
Legal name: 25, LLC
$545MAssets managed
505Clients
9Advisers
4 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
- 7449285
- Firm CRD
- 317916