J.E. Wilson Advisors - Crunchbase Company Profile & Funding

Overview

J.E. Wilson Advisors

Heat Score

Company Performance Metrics

Score

Trend

About These Metrics

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Growth Score - The measure of growth based on company activity, operational metrics, and investments

Growth Trend - The change in the growth score over the given time period

Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity

Heat Trend - The change in the heat score over the given time period

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About J.E. Wilson Advisors

CB Rank

2983586

J.E. Wilson Advisors holds the distinction of being the first fee-only financial planning firm in South Carolina.

Founded

obfuscation

Private

Columbia, Maryland, United States

1-10

www.jewilson.com/

Financial Services

Key People

James E. Wilson: Founder/President

Details

Legal Name

J.E. Wilson Advisors

Operating Status

Active

Company Type

For Profit

Founders

James E. Wilson

Phone Number

+1 803-799-9203

Contact Email

hello@jewilson.com

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Financial Planning Services

Comprehensive financial planning to help clients align resources with their life goals and manage financial uncertainty.

Retirement Planning

Guidance on preparing financially for retirement, including expense estimation, savings strategies, and portfolio management.

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Financials

Market Intelligence

People

View Profiles & Contacts

Headcount

1-10

Employee Profiles

Contacts

Employee Profiles

James E. Wilson Founder/President

News

Technology

View Tech Report

IT Spend

$70.8K

This year,

J.E. Wilson Advisors

is projected to spend

$70.8K

on IT, according to Aberdeen.

Interest Signals

Topic	Surge Score
Conflict Resolution	85
Cost of Living Calculator	80
Business Insider	79

Active Website Tech Count

J.E. Wilson Advisors

is actively using

technologies for its website, according to BuiltWith. These include

Euro

Mobile Non Scaleable Content

, and

Google Analytics Dashboard for WordPress

Total IP

J.E. Wilson Advisors

has

registered trademark in the '

Insurance; financial affairs

' class, according to IPqwery.

Lists Featuring This Company

Greater Baltimore-Maryland Area Financial Services Companies

1,253 Number of Organizations • $9.3B Total Funding Amount • 62 Number of Investors

Columbia Companies

1,656 Number of Organizations • $3B Total Funding Amount • 247 Number of Investors

Greater Baltimore-Maryland Area Companies With Less Than $1B in Revenue (Top 10K)

9,883 Number of Organizations • $22.7B Total Funding Amount • 1,672 Number of Investors

Maryland Companies With Fewer Than 10 Employees (Top 10K)

9,978 Number of Organizations • $3.5B Total Funding Amount • 1,276 Number of Investors

Sub-Organizations

Frequently Asked Questions

Where is

J.E. Wilson Advisors

's headquarters?

J.E. Wilson Advisors

is located in

Columbia, Maryland, United States

Who are

J.E. Wilson Advisors

's competitors? Alternatives and possible competitors to

J.E. Wilson Advisors

may include

Ignite Financial Planning

Affiliated Financial Planners

, and

Roy Matlock Jr.