Jedd Wilson

Jedd Wilson

Senior Advisor

Jedd started his career in the financial services industry with Fidelity Investments in 1993, where he served in many different capacities including Vice President/Regional Mutual Fund Consultant, Regional Vice President, and Private Offerings Manager. As a Regional Mutual Fund Consultant, Jedd spent one week in Boston, every quarter for five years, meeting with Fidelity’s portfolio managers. He would then return to the Mountain West Region where he would present the Quarterly Market Update to Fidelity Investor Center representatives, clients, and prospects. Jedd’s experience in the financial services industry, particularly in the area of financial planning was enhanced and deepened during his time serving as a Wealth Manager for Creative Planning, a Registered Investment Advisor based in Leawood, Kansas.

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