Investment adviser representative · McNaughton Wealth Management, LLC
Jennifer C. Wilson
CRD 6707186 · San Diego, CA
At a glance
Jennifer C. Wilson is an investment adviser representative with McNaughton Wealth Management, LLC in San Diego, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jennifer’s SEC record dates to 2017, about 9 years ago. Designations on file: Certified Financial Planner, Chartered Financial Consultant.
Current advisory firm
- McNaughton Wealth Management, LLCSince April 2019San Diego, CA · $292M in regulatory assets
SEC adviser record
- Registered since
- 2017 (9 years)
- Designations
- Certified Financial Planner, Chartered Financial Consultant
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Jennifer’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
- 1 firmLocked
- 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
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
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.
More at McNaughton Wealth Management, LLC
- Halle L. CarterSan Diego
- Jennifer B. MatthewsSan Diego · Chartered Financial Analyst
- Patrick J. McNaughtonSan Diego
Every advisor at McNaughton Wealth Management, LLC →McNaughton Wealth Management, LLC: assets, clients and custodians →Financial advisors in San Diego, CA →Every McNaughton Wealth Management, LLC advisor in San Diego →Advisor Moves: who changed firms this week →