Jedd Wilson

Jedd Wilson

Senior Advisor

Jedd began his career in the financial services industry with Fidelity Investments in 1993, where he held various roles including Vice President/Regional Mutual Fund Consultant, Regional Vice President, and Private Offerings Manager. As a Regional Mutual Fund Consultant, Jedd spent one week each quarter in Boston for five years, meeting with Fidelity’s portfolio managers. He then returned to the Mountain West Region to present the Quarterly Market Update to Fidelity Investor Center representatives, clients, and prospects.

Jedd’s expertise in financial planning was further enhanced during his tenure as a Wealth Manager for Creative Planning, a Registered Investment Advisor based in Leawood, Kansas.

Jedd earned a B.A. in Economics from the University of Utah and an M.B.A. from Westminster College in Salt Lake City, Utah.