Jackson Wilson has been an investment adviser representative at Mauney-Pitt Financial Management since July 2026, and is not listed among the firm’s executive officers or direct owners.
Mauney-Pitt Financial Management, Inc. is a Shelby, NC firm with $418M under management, 705 clients and 3 advisers across 2 offices, as of its July 2026 filing.
- – present · under a yearShelby, NC · Adviser representative · Firm CRD 337870
Investment adviser representative registrations
Jackson Wilson is registered as an investment adviser representative in North Carolina, since July 2026.
- North CarolinaSince 2 July 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 20 June 2026 |
| SIE | Securities Industry Essentials Examination | 12 July 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Jackson Reid Wilson
- CRD
- 7932180
- Firm
- Mauney-Pitt Financial Management · CRD 337870
- Office
- 310-2 EAST GRAHAM STREET, Shelby, NC 28150
- Registration
- Investment adviser registration
- In the industry since
- July 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Jackson Wilson work?
Jackson Wilson is an investment adviser representative registered through Mauney-Pitt Financial Management, Inc. since July 2026, and is not listed among the firm’s executive officers or direct owners.
Is Jackson Wilson a financial advisor?
Yes. Jackson Wilson has a current investment-adviser registration in North Carolina, through Mauney-Pitt Financial Management since July 2026.
How many years of experience does Jackson Wilson have?
Jackson Wilson has 0 years in the financial industry, since July 2026, across 1 adviser firm.
What exams has Jackson Wilson passed?
Jackson Wilson has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in July 2025.
Where is Jackson Wilson based?
Jackson Wilson’s registered office is in Shelby, NC.
Is Jackson Wilson registered with FINRA?
No. Jackson Wilson has no current broker registration.
How can I verify Jackson Wilson’s record?
Search CRD 7932180 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jackson Wilson’s full registration record.