Current Position:
Senior Wealth Advisor and Shareholder at Mercer AdvisorsExperience:
36 yearsLocation:
Charleston, South CarolinaJul 2025 - Current
May 2023 - Jul 2025
Aug 2022 - Mar 2023
Jun 2021 - Aug 2022
Jan 1997 - Jun 2021
Sep 1994 - Jan 1997
Sep 1989 - Jul 1992
Bachelor of Arts - BA at The Citadel
Name: Mercer Advisors
Speciality: Holistic Wealth Management, Financial Planning, Family Wealth Office, Investment Management, Risk Management, Asset Protection, Estate, Tax and Legacy Planning, Retirement Plan Design and Administration
Location: Denver, Colorado, United States
Employees: 500-1000
HQ Phone: 888.565.1681
Description: Are you looking to amplify and simplify your financial life? For nearly 40 years, Mercer Advisors has been doing just that for families across the country by integrating financial...
How long has Jonathan Wilson been working as a Senior Wealth Advisor and Shareholder?
Jonathan Wilson's total experience in various companies as a Senior Wealth Advisor and Shareholder 1 month.What is Jonathan Wilson's minimum period of employment in the companies?
Jonathan Wilson's minimum period of employment in various companies is 7 months.What is Jonathan Wilson's average duration of employment for different companies?
On average, Jonathan Wilson works for one company for 5 years 7 monthsWhat industries has Jonathan Wilson worked in?
Jonathan Wilson works in the Financial Services. Previously, Jonathan Wilson worked in the Military.What positions has Jonathan Wilson held before?
Previously, Jonathan Wilson worked as a Regional Vice President and Shareholder, and Director Wealth Management, and Ally Invest, and Founder, Owner, and Financial Advisor.How do I contact Jonathan Wilson?
Jonathan Wilson's email address is w******j@merceradvisors.com, phone number is +1-***-***-6504. Sign up to get contact details.Find email for 850M+ professionals