Advisor at Evergreen Private Wealth
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
Evergreen Private Wealth
Location
Greenwood Village, CO 80111
Credentials
Series 63, Series 66
Industry experience
1 year
Jodie Wilson is a financial advisor at Evergreen Private Wealth with one year of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Charles Schwab & Co., Inc. Outside of her advisory role, she has been involved with Think 360 Arts for Learning since 2020. Evergreen Private Wealth serves individuals, high-net-worth households, and select charitable and business clients, offering comprehensive financial planning and discretionary portfolio management. The firm constructs tailored, long-term portfolios using a combination of fundamental, technical, and quantitative analysis, and operates a wrap-fee program that integrates brokerage and third-party manager costs.
$0 - $1,000,000: 1.50% $1,000,001 - $3,000,000: 1.10% $3,000,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.90% $10,000,001 - $20,000,000: 0.80% $20,000,001+: Negotiable
Account minimum: $2,000,000 Fee-only: Wrap fee program with one comprehensive fee; no separate transaction fees charged
7400 E Orchard Rd, Ste 2500 N
Greenwood Village, CO 80111
Arizona · Colorado · Texas · Utah
Evergreen Private Wealth LLC
2025 - Present (1 year)
Evergreen Private Wealth LLC
2025 - Present (1 year)
Charles Schwab
2023 - 2024 (1 year)
Unemployed
2022 - 2023 (1 year)
Think 360 Arts for Learning
2020 - Present (6 years)
University of Denver
2015 - 2022 (7 years)
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