Wilson, NC Nash St NW Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$646,941,953,071
ClientsTotal clients
1,373,063
AdvisorsAdvisors at this office
2
Of 12,773 advisors across 4,086 offices
Location
3105 Nash St NW Ste A
Wilson NC 27896
Advisors at this office
2
Advisors at this office
Jake W
Series 66
Wilson, NC
Ameriprise
Jake Wetherington is a financial advisor with Ameriprise Financial Services and holds a Series 66 designation. He has been with Ameriprise since 2020. Prior to his advisory role, he worked in cleaning services and education. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.
Logan S
Series 66
Wilson, NC
Ameriprise
Logan Savage is a financial advisor at Ameriprise with Series 66 credentials and less than one year of industry experience. Prior to joining Ameriprise, he held roles at Vector Marketing and has experience working in education and community service roles including at Barton College and The Church of Jesus Christ of Latter Day Saints. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized retirement income service that provides written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.
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