Jessica
Wilson
Tsa Management Inc
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About this Advisor
Jessica Wilson is a financial advisor working in Clifton Park, New York with 3 years of industry experience. Wilson works at Tsa Management Inc. Wilson has gained experience at Halliday Financial, Desmond Hotel, Moscatiellos Restaurant, Northwestern Mutual, Rusty Anchor and Bobby'S T Grill. Wilson holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in New Jersey and New York. Tsa Management Inc is a registered investment company that has its headquarters in Glen Head, NY. The investment advisory business has a total of 40 advisors. It controls $977 million in assets between its 2,717 client accounts, placing it among the larger investment advisory firms in the nation by assets under management. Of its 2,717 accounts, just 12% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Tsa Management Inc provides portfolio management for individuals and small businesses. A financial advisor's fees largely are based on which services the firm provides the client. However, fee types charged by Tsa Management Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Tsa Management Inc Brokerage Details
$976,688,617
40
2,717
$359,473
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Jessica Wilson Work History
Jessica has been registered as a financial advisor for 3 years.*
Halliday Financial
Desmond Hotel
Northwestern Mutual
Rusty Anchor
Bobby'S T Grill
Moscatiellos Restaurant
*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 Jessica 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 Tsa Management Inc
Glen Head, NY
Clifton Park, NY
Glen Head, NY
Glen Head, NY
Glen Head, NY
Glen Head, NY
Clifton Park, NY
Glen Head, NY
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