Investment adviser representative · Centerline Wealth Advisors, LLC
Jack K. Wilson
CRD 7373001 · Louisville, KY
At a glance
Jack K. Wilson is an investment adviser representative with Centerline Wealth Advisors, LLC in Louisville, KY, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jack’s SEC record dates to 2025, about 1 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Centerline Wealth Advisors, LLCSince March 2025Louisville, KY · $326M in regulatory assets
SEC adviser record
- Registered since
- 2025 (1 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Jack’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.