Jude Wilson has been Owner of Wilson Group Financial Management since November 2025, is a control person of the firm and directly owns 75% or more of it.
Wilson Group Financial Management, LLC is an Orlando, FL firm with $125M under management, 190 clients and 3 advisers across 2 offices, as of its August 2026 filing.
Jude Wilson is Chief Wealth Strategist of Centrus Financial Strategies. Wilson has over 25 years of experience in retirement planning, including experience with Prudential Insurance, Wachovia Securities, SunTrust Bank and Morgan Stanley. Wilson oversees the day-to-day operations of the firm and is directly involved in the management of client portfolios.
Jude Wilson’s longest registration was 9 years at J. W. Cole Advisors, Inc. (2014–2023). Before joining Wilson Group Financial Management in 2026, Jude Wilson was registered through Prosperity Capital Advisors and J. W. Cole Advisors, Inc.
- Centrus Financial StrategiesCurrent– present · under a yearOrlando, FL · Adviser representative · Firm CRD 339651
- Prosperity Capital Advisors– · 2 yearsOrlando, FL · Adviser representative · Firm CRD 156480
- J. W. Cole Advisors, Inc.– · 9 yearsOrlando, FL · Adviser representative · Firm CRD 112294
- First Allied Advisory Services, Inc.– · 2 yearsOrlando, FL · Adviser representative · Firm CRD 137888
- First Allied Securities, Inc.– · 3 yearsPonte Vedra Beach, FL · Adviser representative · Firm CRD 32444
- Questar Asset Management, Inc.– · 2 yearsWinter Park, FL · Adviser representative · Firm CRD 133358
- Usallianz Securities, Inc.– · 2 yearsWinter Park, FL · Adviser representative · Firm CRD 40875
Professional designations
Listed by Wilson Group Financial Management
- Certified Wealth Strategist (CWS®)
Investment adviser representative registrations
Jude Wilson is registered as an investment adviser representative in 2 states, as a resident of Texas. Each was approved in March 2026.
- FloridaSince 16 March 2026
- TexasResidentSince 27 March 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 29 November 2007 |
| Series 65 | Uniform Investment Adviser Law Examination | 28 February 1997 |
| Series 31 | Futures Managed Funds Examination | 28 February 1997 |
| Series 7 | General Securities Representative Examination | 7 February 1997 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 8 August 1994 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Futures Managed Funds Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Jude Harvey Wilson
- CRD
- 2520624
- Firm
- Wilson Group Financial Management · CRD 339651
- Role
- Owner
- Office
- 121 S. ORANGE AVE NORTH TOWER, SUITE 1500, Orlando, FL 32801
- Registration
- Investment adviser registration
- In the industry since
- November 1997
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- centrusfs.com
Where does Jude Wilson work?
Jude Wilson has been Owner of Wilson Group Financial Management, LLC since November 2025, and is a control person of the firm.
Is Jude Wilson a financial advisor?
Yes. Jude Wilson has a current investment-adviser registration in Florida and Texas, through Wilson Group Financial Management since March 2026.
How many years of experience does Jude Wilson have?
Jude Wilson has 28 years in the financial industry, since November 1997, across 7 adviser firms.
What exams has Jude Wilson passed?
Jude Wilson has passed 5 licensing exams: the Series 6, Series 7, Series 65, Series 31 and Series 63. The earliest, the Series 6, was passed in August 1994. FINRA credited Jude Wilson with the SIE, which began in October 2018.
Where did Jude Wilson work before Wilson Group Financial Management?
Before Wilson Group Financial Management, Jude Wilson was registered through J. W. Cole Advisors, Inc., August 2014 to September 2023; First Allied Advisory Services, Inc., June 2012 to August 2014; First Allied Securities, Inc., May 2009 to July 2012; Questar Asset Management, Inc., October 2006 to May 2009; Usallianz Securities, Inc., December 2003 to June 2006.
Where is Jude Wilson based?
Jude Wilson’s registered office is in Orlando, FL.
Is Jude Wilson registered with FINRA?
No. Jude Wilson has no current broker registration.
How can I verify Jude Wilson’s record?
Search CRD 2520624 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jude Wilson’s full registration record.