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Jeffrey Wilson is a financial_advisor professional located in Upper Saddle River, NJ. They specialize in financial advisory. With over 20 years of experience, they bring deep expertise to every client.
Jeffrey Wilson - Lpl Financial Llc holds an active professional license (FINRA CRD) for your protection.
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Jeffrey Wilson operates as a financial advisor through LPL Financial LLC in Upper Saddle River, New Jersey. With 20 years of experience in the financial services industry, Wilson brings substantial tenure to client relationships and portfolio management. LPL Financial is one of the largest independent broker-dealers in the United States, providing a platform for advisors to deliver comprehensive financial planning and investment services.
Jeffrey Wilson holds a FINRA CRD registration (License #5027800), which indicates he is registered with the Financial Industry Regulatory Authority. This registration is required for professionals who buy, sell, or advise on securities and investment products. The CRD credential signals that Wilson has met baseline regulatory requirements and is subject to FINRA oversight and compliance standards. This registration allows him to offer investment advisory services and execute securities transactions on behalf of clients within the scope of his firm's operations.