Jodie Lynn Wilson
Investment adviser representative at Evergreen Private Wealth
11 yearsExperience
4 statesRegistered in
$264.7MFirm assets
3 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Evergreen Private Wealth LLCJan 2025 to now
- Think 360 Arts for LearningMay 2020 to now
- Charles Schwab & Co., Inc.Mar 2023 to May 2024
- UnemployedOct 2022 to Mar 2023
- University of DenverSep 2015 to Oct 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 4 states (AZ, CO, TX, UT).
Evergreen Private Wealth
Legal name: Evergreen Private Wealth LLC
$264.7MAssets managed
170Clients
4Advisers
3 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
- 7719009
- Firm CRD
- 324777