Jennifer
Wilson
Mcnaughton Wealth Management, LLC
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About this Advisor
Jennifer Wilson is a certified financial planner and chartered financial consultant who works in San Diego, California who has 4 years of relevant experience. Wilson works at Mcnaughton Wealth Management, LLC. Throughout their career, they have worked at Ameriprise Financial Inc, Coastal Transportation and Mcnaughton Wealth Management, LLC. Wilson has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to operate in California. Mcnaughton Wealth Management, LLC is a firm based out of San Diego, CA. It controls $161 million in total assets between its 797 accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 797 client accounts, 52% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Mcnaughton Wealth Management, LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fees largely vary depending on which services the firm provides the client. Fee types charged by Mcnaughton Wealth Management, LLC can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mcnaughton Wealth Management, LLC Brokerage Details
$160,558,632
6
797
$201,454
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Jennifer Wilson Work History
Jennifer has been registered as a financial advisor for 4 years.*
Mcnaughton Wealth Management, LLC
Ameriprise Financial Inc
Coastal Transportation
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jennifer Wilson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mcnaughton Wealth Management, LLC
San Diego, CA
San Diego, CA
San Diego, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
