Jessica
Wilson

The London Company Of Virginia

CRD#6964141
Investment Advisor
in Richmond, VA

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About this Advisor

Jessica Wilson is a chartered financial analyst working out of Richmond, Virginia with a total of 1 year of relevant experience. Wilson is on the advisory team at The London Company Of Virginia. The advisor has gained experience at The London Company Of Virginia, Buoys On Main, L'Alouette By Christian, University Of Richmond, Bank Of America Merrill Lynch and The Cranberry Inn. Wilson is able to work in Virginia. The London Company Of Virginia is an advisory company that has its headquarters in Richmond, VA. The firm has offices in two locations and a total of 50 people on staff. It administers $15 billion in total assets between its 8,754 client accounts, making it one of the largest firms in the country by assets under management. The firm serves 172 charitable organizations. Of its 8,754 client accounts, just 8% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The London Company Of Virginia performs a few services, such as portfolio management for individuals and small businesses, portfolio management for investment companies and portfolio management for institutional clients. Fees for financial management largely are based on the financial services. Fee types charged by The London Company Of Virginia can be comprised of any blend of asset-based and performance-based fees.

Certifications and Registrations

Chartered Financial Analyst

Years Registered*

1 year

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

1800 Bayberry Court, Suite 301
Richmond, VA 23226

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The London Company Of Virginia Brokerage Details

Total Assets Under Management

$14,755,387,190

VA Average: $1,835,309,194
Total Number of Employees

50

VA Average: 32
Total Number of Accounts

8,754

VA Average: 1,458
Average Account Size

$1,685,559

VA Average: $1,258,785

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients

Jessica Wilson Work History

Jessica has been registered as a financial advisor for 1 years.*

2019 - Present (5 years)

The London Company Of Virginia

2018 - 2018 (< 1 year)

Bank Of America Merrill Lynch

2016 - 2018 (2 years)

University Of Richmond

2015 - 2019 (4 years)

University Of Richmond

2014 - 2017 (3 years)

L'Alouette By Christian

2013 - 2019 (6 years)

Buoys On Main

2011 - 2014 (3 years)

The Cranberry Inn

*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 The London Company Of Virginia

Stephen Goddard Jr.
Richmond, VA
Alexander Fraser
Richmond, VA
Charles Perkins
Richmond, VA
Wanxiuyuan Wang
Richmond, VA
Andrew Wetzel
Richmond, VA
Christopher Harper
Richmond, VA
John Snow
Richmond, VA
Mark Devaul
Richmond, VA

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.

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