Advisor at Centerline Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Centerline Wealth Advisors, LLC
Location
Louisville, KY 40223
Credentials
Series 63, Series 65
Industry experience
4 years
Jack Wilson is a financial advisor at Centerline Wealth Advisors, LLC in Louisville, KY, holding Series 63 and Series 65 licenses with four years of industry experience. He previously worked at New York Life and New York Life Securities LLC from 2021 to 2025. Centerline Wealth Advisors serves individual and high-net-worth clients as well as employer plan sponsors, offering wealth management, financial planning, retirement-plan consulting, and a specialized exit-planning service. The firm’s investment approach utilizes asset allocation based on Modern Portfolio Theory, incorporating mutual funds, ETFs, individual securities, bonds, and independent managers with ongoing monitoring and rebalancing.
Based on Centerline Wealth Advisors, LLC
Based on Centerline Wealth Advisors, LLC
Flat fees for financial planning and consulting services, negotiable, not to exceed $25,000; 50% upfront retainer may be required
$0+: 0.40% - 2.00% annually, varying by assets managed and complexity; fees negotiable and minimum fees may be waived at management discretion $0+: 0.4% - 1.58% annually for Biz2Beach Exit Planning Services depending on business revenue and number of owners $0+: Dynasty Program Fees ranging from 0.03% to 0.16% depending on program, with additional independent manager fees of 0% to 1.50% $0+: Independent fixed income manager fees 0% - 0.90% annually $0+: Independent equity manager fees 0% - 1.50% annually
Hourly fees charged for financial planning and consulting services based on scope and complexity
Account minimum: $1,000,000 Minimum fee: Minimum annual fee of $10,000 for Biz2Beach Exit Planning Services; Dynasty Program minimum account fees range from $60 to $120 depending on program Fee-only: Hourly and flat fees for financial planning and consulting services; flat fees not to exceed $25,000; hourly fees charged based on scope and complexity
10200 Forest Green Blvd., Suite 306
Louisville, KY 40223
Kentucky
Centerline Wealth Advisors, LLC
2025 - Present (1 year)
New York life Securities LLC
2021 - 2025 (4 years)
New York Life
2021 - 2025 (4 years)
Student Western Kentucky University
2010 - 2021 (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFA®, Series 63, Series 66
Louisville, KY
Sapphire Fiduciary Advisors, LLC
CFP®
Louisville, KY
Essa Financial LLC
Elijah has been a fee-only financial planner for over eight years. In 2025, he started Essa Financial to provide transparent and client-centric financial advice to folks in the Louisville community and beyond. As a teacher, Elijah’s favorite part about being a financial planner is communicating complex planning topics to clients in ways that are more easily understood. He enjoys the education aspect of being a planner, especially in a one-on-one environment. He values deep relationships with clients, and is always willing to listen and learn. He also believes exceptional client service (and swift communication) is the cornerstone of financial planning. Elijah is actively involved in the profession. He is an active volunteer with the National Association of Personal Financial Advisors (NAPFA), having previously served on their Genesis board for young advisors for five years and currently serving on the South Region board as the Membership Chair. He also reviews scholarship applications for the CFP Board Center for Financial Planning, which provides assistance to qualified candidates for the CFP® exam. In addition to his role as a planner, Elijah teaches part-time as an adjunct professor at the University of Louisville. Elijah resides in Louisville with his wife, Sarah, and dogs, Landon and Korra. Aside from financial planning and teaching, Elijah spends his time frequenting local coffee shops, running (short distances) around his neighborhood, playing video games, watching the Minnesota Timberwolves, and of course, spending time with friends and family.
Series 66
New Albany, IN
Trimingham Financial
CFP®, Series 66
Louisville, KY
Inspire Private Wealth Management
CFP®, Series 65
Louisville, KY
Bluegrass Financial Planning, LLC
ChFC®
Pewee Valley, KY
Clear Trace, LLC
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