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Our financial advice team


JB Wilson Ameriprise Financial Advisor

JB Wilson

CFP®

Financial Advisor

Cornerstone Financial Strategies
6
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Insurance
  • Charitable Giving
  • Investment Management
  • Intergenerational Planning
  • Retirement Plan Distribution
  • Executive Compensation and Benefit Strategies
  • Small Business
  • Business Retirement Plans
  • Social Security Retirement Benefits
  • Tax Planning Strategies

Interests

  • JB lives with his wife, Sarah Wilson, whom he married in 2014, her daughter Eszamey, and they recently welcomed the newest addition to their family with the birth of Madelyn in September of 2017
  • Having been to Africa three times, international missions continue to be a passion of his, as he plans his fourth trip in 2019

Education

  • B.A., Business Administration - University of Puget Sound, 2008

Previous experience

  • Financial Planner, Cornerstone Financial Strategies, LPL, 2014 - 2018