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Jonathan Wilson's
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Current Position:

Senior Wealth Advisor and Shareholder at Mercer Advisors

Experience:

36 years

Location:

Charleston, South Carolina

How to contact Jonathan Wilson

Last updated:2025-08-25
emailw******j@merceradvisors.com
phone+1-***-***-6504
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Analytics

According to LinkedIn Jonathan Wilson started working on 1989, then the employee has changed 5 companies and 6 jobs. On average, Jonathan Wilson works for one company for 4 years 10 months. Jonathan Wilson has been working as a Senior Wealth Advisor and Shareholder for Mercer Advisors for 31 days. If you are interested in this candidate, contact him directly by using contact details provided by SignalHire.

Work Experience

Senior Wealth Advisor and Shareholder at Mercer Advisors

Jul 2025 - Current

Regional Vice President and Shareholder at Mercer Advisors

May 2023 - Jul 2025

Director Wealth Management at Polaris Wealth Advisory Group

Aug 2022 - Mar 2023

Ally Invest at Ally Invest

Jun 2021 - Aug 2022

Founder, Owner at Carolina College Prep, Inc.

Jan 1997 - Jun 2021

Financial Advisor at American Express Financial Advisors

Sep 1994 - Jan 1997

Infantry Officer at US Army

Sep 1989 - Jul 1992

Education

Bachelor of Arts - BA at The Citadel

Current Company Information Mercer Advisors

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...

Frequently Asked Questions

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 months

What 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.
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Jonathan Wilson Namesakes

Name
Company
Position
J
Digital & Wilson Ltd
Owner
J
Homeboyz Unisex Barbershop
Independent Business Owner
J
Software Engineering Manager
J
Tesla Body Repair Manager
J
JPMorgan Chase & Co.
Consumer Banking Recruiter

Other employees at Mercer Advisors

Name
Company
Position
W
Client Service Specialist
A
People Operations Specialist
M
Senior Client Service Specialist
L
Client Service Specialist
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