# J Wilson Wealth Management

J Wilson Wealth Management is a RIA based in Davison.

## Overview

- **Organization type:** RIA
- **Headquarters:** Davison
- **Assets under management:** Undisclosed
- **Website:** jwilsonwealthmanagement.com
- **LinkedIn:** https://www.linkedin.com/company/jwilsonwm

## Regulatory record

- **CRD number:** 304029
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/304029

## About

J Wilson Wealth Management is a fee-only fiduciary advisor offering completely unbiased financial advice with 100% loyalty to clients. It is a registered investment adviser offering advisory services in the State of Michigan. Services include retirement planning, tax planning, estate planning, charitable planning, investment management, education planning, insurance strategies, and business planning.

## People

- Jeremy Wilson — Certified Financial Planner

## Questions

### Who runs investment decisions at J Wilson Wealth Management?

The firm does not publicly disclose its leadership team or investment committee. No named principals or investment professionals appear in public records (public record).

### Does J Wilson Wealth Management participate in fund commitments or direct deals?

No specific fund commitments or direct investments have been publicly attributed to the firm. Its investment activity remains opaque.

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Last updated: 2026-08-11T15:07:12.582Z

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