JC Wilhelm

JC Wilhelm: Email & Phone Number

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Vice President, Financial Advisor at Morgan Stanley Wealth Management|Troy, Michigan, United States

Position:

Vice President, Financial Advisor at Morgan Stanley Wealth Management

Location:

Troy, Michigan, United States

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Last updated: 2026-07-23
Updated: 2026-07-23

Found email addresses for JC Wilhelm:

Business emails:
j*****************m@ampf.com,
j********m@ameriprise.com
Personal emails:
j******m@umich.edu,
j********1@comcast.net

Found phone for JC Wilhelm:

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Work Experience 11 years

Vice President, Financial Advisor at Morgan Stanley Wealth Management

Aug 2024 - Current

Financial Advisor at Ameriprise Financial Services, LLC

Aug 2019 - Aug 2024

Paraplanner at Key Management Group

Mar 2019 - Aug 2019

Financial Analyst at Key Management Group

Oct 2016 - Mar 2019

Internship at Key Management Group

May 2015 - Oct 2016

JC Wilhelm started working in 2015, then the employee has changed 2 companies and 4 jobs. On average, JC Wilhelm works for one company for 2 years 3 months.

JC is proficient in English, French, and Spanish. Their professional focus is C, Economics, and Econometrics across 3 core areas.

JC holds CERTIFIED FINANCIAL PLANNERâ„¢ Professional, Chartered Retirement Planning Counselor, and Series 66 certifications.

Education

Bachelor's degree at University of Michigan

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