Jeff Wilson Net Worth & Financial Disclosure

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Candidate financial disclosure for 2026, filed May 11, 2026. Includes 63 assets.

Year:

2026

Est. Net Worth

$2.4M

2026 candidate report

Total Assets

$1.3M - $3.5M

63 assets

Total Liabilities

0 liabilities

Total Trades

From PTR filings

Trade Volume

N/A

Midpoint of disclosed ranges

Assets by Category

Real Estate$750K (1)

Stocks$742K (22)

ETFs$549K (19)

Mutual Funds$262K (9)

Bank & Cash$43K (6)

Retirement & Pension$41K (3)

Other$16K (3)

All Assets (63)

Asset	Type	Owner	Value	Income
Bank Champaign #1	Bank & Cash	Self	$1 - $1,000	None
Bank Champaign #2	Bank & Cash	Self	$1,001 - $15,000	None
Busey Bank	Bank & Cash	Joint	$15,001 - $50,000	None
Constellation Retiree Group Life Insurance	Other	Self	$1,001 - $15,000	None
JL Wilson-Whitfield LLC Coarsegold / Madera, CA, US	Real Estate	Self	$500,001 - $1,000,000	Land lease for cattle
Transamerica Retirement Solutions	Other	Self	N/A	Annuity $1,001 - $2,500
USAA Subscriber Account	Other	Self	$1,001 - $15,000	Subscriber Special
Advice Works ⇒ iShares 0-3 Month Treasury Bond ETF (SGOV)(SGOV)	ETFs	Self	$15,001 - $50,000	Tax-Deferred
Advice Works ⇒ iShares Core S&P Small-Cap ETF (IJR)(IJR)	ETFs	Self	$15,001 - $50,000	Tax-Deferred
Advice Works ⇒ Miller Convertible Bond Fund Class I (MCIFX)(MCIFX)	Mutual Funds	Self	$15,001 - $50,000	Tax-Deferred
Advice Works ⇒ Performance Trust Total Return Bond Fund-Institutional Class (PTIAX)(PTIAX)	Mutual Funds	Self	$15,001 - $50,000	Tax-Deferred
Advice Works ⇒ PIMCO Income Fund Class I-2 (PONPX)(PONPX)	Mutual Funds	Self	$15,001 - $50,000	Tax-Deferred
Advice Works ⇒ State Street SPDR Portfolio Emerging Markets ETF (SPEM)(SPEM)	ETFs	Self	$15,001 - $50,000	Tax-Deferred
Advice Works ⇒ State Street SPDR Portfolio Long Term Treasury ETF (SPTL)(SPTL)	ETFs	Self	$50,001 - $100,000	Tax-Deferred
Advice Works ⇒ State Street SPDR Portfolio S&P 500 Growth ETF (SPYG)(SPYG)	ETFs	Self	$50,001 - $100,000	Tax-Deferred
Advice Works ⇒ State Street SPDR Portfolio S&P 500 Value ETF (SPYV)(SPYV)	ETFs	Self	$15,001 - $50,000	Tax-Deferred
Advice Works ⇒ State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB)(SPSB)	ETFs	Self	$15,001 - $50,000	Tax-Deferred
Advice Works ⇒ Sweep	Retirement & Pension	Self	$1,001 - $15,000	Tax-Deferred
Advice Works ⇒ Vanguard FTSE Developed Markets ETF (VEA)(VEA)	ETFs	Self	$15,001 - $50,000	Tax-Deferred
Advice Works ⇒ Vanguard Mid-Cap ETF (VO)(VO)	ETFs	Self	$15,001 - $50,000	Tax-Deferred
Ameriprise #1 ⇒ Columbia Acorn Trust, Thermostat Fund Class C (CTFDX)(CTFDX)	Mutual Funds	Spouse	$50,001 - $100,000	Tax-Deferred
Ameriprise #1 ⇒ Columbia Dividend Opportunity Fund Class C (ACUIX)(ACUIX)	Mutual Funds	Spouse	$1,001 - $15,000	Tax-Deferred
Ameriprise #1 ⇒ Columbia Seligman Technology & Information Fd Inc Cl C (SCICX)(SCICX)	Mutual Funds	Spouse	$15,001 - $50,000	Tax-Deferred
Ameriprise #2 ⇒ Fidelity Advisor Growth Opportunities Fund: Class I (FAGCX)(FAGCX)	Mutual Funds	Spouse	$1,001 - $15,000	Tax-Deferred
Ameriprise #2 ⇒ Fidelity Advisor Semiconductors Fund - Class I (FELIX)(FELIX)	Mutual Funds	Spouse	$15,001 - $50,000	Tax-Deferred
Ameriprise #2 ⇒ Global X Cybersecurity ETF (BUG)(BUG)	ETFs	Spouse	$1,001 - $15,000	Tax-Deferred
Ameriprise #2 ⇒ iShares Core S&P 500 ETF (IVV)(IVV)	ETFs	Spouse	$15,001 - $50,000	Tax-Deferred
Ameriprise #2 ⇒ iShares U.S. Medical Devices ETF (IHI)(IHI)	ETFs	Spouse	$1,001 - $15,000	Tax-Deferred
Ameriprise #2 ⇒ Microsoft Corporation - Common Stock (MSFT)(MSFT)	Stocks	Spouse	$15,001 - $50,000	Tax-Deferred
Ameriprise #2 ⇒ State Street SPDR S&P Dividend ETF (SDY)(SDY)	ETFs	Spouse	$1,001 - $15,000	Tax-Deferred
Ameriprise #2 ⇒ State Street SPDR S&P Software & Services ETF (XSW)(XSW)	ETFs	Spouse	$1,001 - $15,000	Tax-Deferred
Ameriprise #2 ⇒ Sweep	Bank & Cash	Spouse	$1 - $1,000	Tax-Deferred
Ameriprise #2 ⇒ T. Rowe Price Capital Appreciation Fund (PRWCX)(PRWCX)	Mutual Funds	Spouse	$1,001 - $15,000	Tax-Deferred
Ameriprise #2 ⇒ Walmart Inc. - Common Stock (WMT)(WMT)	Stocks	Spouse	$15,001 - $50,000	Tax-Deferred
MS E*Trade ⇒ Centrus Energy Corp. Class A Common Stock (LEU)(LEU)	Stocks	Self	$15,001 - $50,000	Capital Gains
MS E*Trade ⇒ Sweep	Bank & Cash	Self	$1 - $1,000	Capital Gains
Schawb #2 ⇒ iShares Core S&P 500 ETF (IVV)(IVV)	ETFs	Spouse	$1,001 - $15,000	Tax-Deferred
Schawb #2 ⇒ Sweep	Retirement & Pension	Spouse	$1 - $1,000	Tax-Deferred
Schwab #1 ⇒ Amazon.com, Inc. - Common Stock (AMZN)(AMZN)	Stocks	Self	$50,001 - $100,000	Tax-Deferred
Schwab #1 ⇒ Bank of America Corporation Common Stock (BAC)(BAC)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Schwab #1 ⇒ BWX Technologies, Inc. Common Stock (BWXT)(BWXT)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Schwab #1 ⇒ Centrus Energy Corp. Class A Common Stock (LEU)(LEU)	Stocks	Self	$15,001 - $50,000	Tax-Deferred
Schwab #1 ⇒ Cisco Systems, Inc. - Common Stock (CSCO)(CSCO)	Stocks	Self	$50,001 - $100,000	Tax-Deferred
Schwab #1 ⇒ Coinbase Global, Inc. - Class A Common Stock (COIN)(COIN)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Schwab #1 ⇒ Elbit Systems Ltd. - Ordinary Shares (ESLT)(ESLT)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Schwab #1 ⇒ Exxon Mobil Corporation Common Stock (XOM)(XOM)	Stocks	Self	$15,001 - $50,000	Tax-Deferred
Schwab #1 ⇒ GE Aerospace Common Stock (GE)(GE)	Stocks	Self	$1 - $1,000	Tax-Deferred
Schwab #1 ⇒ Home Depot, Inc. (HD)(HD)	Stocks	Self	$15,001 - $50,000	Tax-Deferred
Schwab #1 ⇒ iShares Core S&P 500 ETF (IVV)(IVV)	ETFs	Self	$50,001 - $100,000	Tax-Deferred
Schwab #1 ⇒ JP Morgan Chase & Co. Common Stock (JPM)(JPM)	Stocks	Self	$15,001 - $50,000	Tax-Deferred
Schwab #1 ⇒ Lockheed Martin Corporation Common Stock (LMT)(LMT)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Schwab #1 ⇒ Microsoft Corporation - Common Stock (MSFT)(MSFT)	Stocks	Self	$100,001 - $250,000	Tax-Deferred
Schwab #1 ⇒ Oracle Corporation Common Stock (ORCL)(ORCL)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Schwab #1 ⇒ Peabody Energy Corporation Common Stock (BTU)(BTU)	Stocks	Self	$15,001 - $50,000	Tax-Deferred
Schwab #1 ⇒ State Street SPDR S&P Software & Services ETF (XSW)(XSW)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
Schwab #1 ⇒ Sweep	Retirement & Pension	Self	$15,001 - $50,000	Tax-Deferred
Schwab #1 ⇒ Teladoc Health, Inc. Common Stock (TDOC)(TDOC)	Stocks	Self	$1 - $1,000	Tax-Deferred
Schwab #1 ⇒ Trump Media & Technology Group Corp. - Common Stock (DJT)(DJT)	Stocks	Self	$1 - $1,000	Tax-Deferred
Schwab #1 ⇒ VALE S.A. American Depositary Shares Each Representing one common share (VALE)(VALE)	Stocks	Self	$15,001 - $50,000	Tax-Deferred
Schwab #1 ⇒ Vanguard Information Tech ETF (VGT)(VGT)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
Schwab #1 ⇒ Walmart Inc. - Common Stock (WMT)(WMT)	Stocks	Self	$50,001 - $100,000	Tax-Deferred
Schwab #3 ⇒ State Street SPDR S&P Software & Services ETF (XSW)(XSW)	ETFs	Joint	$1,001 - $15,000	Tax-Deferred
Schwab #3 ⇒ Sweep	Bank & Cash	Joint	$1 - $1,000	Tax-Deferred

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Methodology: Net worth is calculated from annual financial disclosures filed under the STOCK Act. Congress members report asset values and liabilities in ranges (e.g., $1,001-$15,000), not exact amounts. The “estimated net worth” shown is the midpoint of total assets minus the midpoint of total liabilities. Actual values may differ. Stock trading data comes from separate Periodic Transaction Reports (PTRs).