JE WILSON ADVISORS, LLC
CRD #110375 SEC #801-55086 COLUMBIA, SC 803-799-9203
SEC Registered
Total AUM
$139.9M
Discretionary
$139.9M
Employees
3
Clients
0
Accounts
236
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2022 | $139.9M | $139.9M | $0 | 3 | 0 |
| Feb 2022 | $139.9M | $139.9M | $0 | 3 | 0 |
| Jul 2021 | $120.2M | $120.2M | $0 | 3 | 0 |
| Jul 2021 | $120.2M | $120.2M | $0 | 3 | 0 |
| May 2021 | $120.2M | $120.2M | $0 | 3 | 0 |
| May 2021 | $120.2M | $120.2M | $0 | 3 | 0 |
| Mar 2021 | $120.2M | $120.2M | $0 | 3 | 0 |
| Jun 2020 | $118.4M | $118.4M | $0 | 3 | 0 |
| Mar 2020 | $118.4M | $118.4M | $0 | 3 | 0 |
| Mar 2019 | $107.3M | $105.3M | $2.1M | 3 | 0 |
| Apr 2018 | $132.3M | $131.7M | $600K | 3 | 0 |
| Mar 2018 | $132.3M | $131.7M | $600K | 3 | 0 |
| Mar 2017 | $119.6M | $116.8M | $2.7M | 3 | 26 |
| Jul 2016 | $115.5M | $113.7M | $1.9M | 3 | 26 |
| Mar 2016 | $115.5M | $113.7M | $1.9M | 3 | 26 |
| Mar 2015 | $129.9M | $129.4M | $500K | 3 | 26 |
| Feb 2014 | $117M | $116.5M | $437.4K | 4 | 26 |
| Mar 2013 | $102.3M | $102M | $305.6K | 5 | 26 |
| Apr 2012 | $108.1M | $106.9M | $1.3M | 1 | 26 |
| Mar 2012 | $108.1M | $106.9M | $1.3M | 1 | 26 |
| Jan 2010 | $96.1M | $95.2M | $929.8K | 5 | -- |
| Mar 2009 | $86.2M | $85.2M | $1M | 5 | -- |
| Mar 2007 | $126M | $122.7M | $3.3M | 5 | -- |
| Nov 2006 | $97M | $94.2M | $2.8M | 5 | -- |
| Jan 2006 | $97M | $94.2M | $2.8M | 5 | -- |
| Oct 2005 | $88.2M | $84.8M | $3.4M | 5 | -- |
| Mar 2004 | $72M | $68.3M | $3.7M | 5 | -- |
| Mar 2002 | $71M | $67.1M | $3.9M | 5 | -- |
DateApr 2022
Total AUM$139.9M
Discretionary$139.9M
Non-Disc.$0
Employees3
Clients0
DateFeb 2022
Total AUM$139.9M
Discretionary$139.9M
Non-Disc.$0
Employees3
Clients0
DateJul 2021
Total AUM$120.2M
Discretionary$120.2M
Non-Disc.$0
Employees3
Clients0
DateJul 2021
Total AUM$120.2M
Discretionary$120.2M
Non-Disc.$0
Employees3
Clients0
DateMay 2021
Total AUM$120.2M
Discretionary$120.2M
Non-Disc.$0
Employees3
Clients0
DateMay 2021
Total AUM$120.2M
Discretionary$120.2M
Non-Disc.$0
Employees3
Clients0
DateMar 2021
Total AUM$120.2M
Discretionary$120.2M
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$118.4M
Discretionary$118.4M
Non-Disc.$0
Employees3
Clients0
DateMar 2020
Total AUM$118.4M
Discretionary$118.4M
Non-Disc.$0
Employees3
Clients0
DateMar 2019
Total AUM$107.3M
Discretionary$105.3M
Non-Disc.$2.1M
Employees3
Clients0
DateApr 2018
Total AUM$132.3M
Discretionary$131.7M
Non-Disc.$600K
Employees3
Clients0
DateMar 2018
Total AUM$132.3M
Discretionary$131.7M
Non-Disc.$600K
Employees3
Clients0
DateMar 2017
Total AUM$119.6M
Discretionary$116.8M
Non-Disc.$2.7M
Employees3
Clients26
DateJul 2016
Total AUM$115.5M
Discretionary$113.7M
Non-Disc.$1.9M
Employees3
Clients26
DateMar 2016
Total AUM$115.5M
Discretionary$113.7M
Non-Disc.$1.9M
Employees3
Clients26
DateMar 2015
Total AUM$129.9M
Discretionary$129.4M
Non-Disc.$500K
Employees3
Clients26
DateFeb 2014
Total AUM$117M
Discretionary$116.5M
Non-Disc.$437.4K
Employees4
Clients26
DateMar 2013
Total AUM$102.3M
Discretionary$102M
Non-Disc.$305.6K
Employees5
Clients26
DateApr 2012
Total AUM$108.1M
Discretionary$106.9M
Non-Disc.$1.3M
Employees1
Clients26
DateMar 2012
Total AUM$108.1M
Discretionary$106.9M
Non-Disc.$1.3M
Employees1
Clients26
DateJan 2010
Total AUM$96.1M
Discretionary$95.2M
Non-Disc.$929.8K
Employees5
Clients--
DateMar 2009
Total AUM$86.2M
Discretionary$85.2M
Non-Disc.$1M
Employees5
Clients--
DateMar 2007
Total AUM$126M
Discretionary$122.7M
Non-Disc.$3.3M
Employees5
Clients--
DateNov 2006
Total AUM$97M
Discretionary$94.2M
Non-Disc.$2.8M
Employees5
Clients--
DateJan 2006
Total AUM$97M
Discretionary$94.2M
Non-Disc.$2.8M
Employees5
Clients--
DateOct 2005
Total AUM$88.2M
Discretionary$84.8M
Non-Disc.$3.4M
Employees5
Clients--
DateMar 2004
Total AUM$72M
Discretionary$68.3M
Non-Disc.$3.7M
Employees5
Clients--
DateMar 2002
Total AUM$71M
Discretionary$67.1M
Non-Disc.$3.9M
Employees5
Clients--