Matthew Wilkes, financial advisor Chicago IL
83 score

Matthew Wilkes

CRD Number: 5409004
Current Firm: Raymond James Financial Services Advisors, Inc.

Matthew Wilkes (CRD# 5409004) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Chicago, IL and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Producer Resources, Inc. Chicago, IL Jan 2016 - Current < 1
Wilkes Corrigan Holdings, LLC Chicago, IL Jan 2016 - Current < 1
Raymond James Financial Services Advisors Inc. Chicago, IL Jul 2015 - Current 1
Raymond James Financial Services, Inc. Chicago, IL Jul 2015 - Current 1
Wilkes Corrigan Wealth Advisors, LLC Chicago, IL Jul 2015 - Current 1
Matthew Wilkes Chicago, IL Sep 2013 - Current 3
Wells Fargo Advisors, LLC Chicago, IL Mar 2013 - Jul 2015 2
Pnc Investments Pittsburgh, PA Nov 2009 - Mar 2013 3
Natcity Investments, Inc. Cleveland, OH Mar 2009 - Nov 2009 < 1
National City Bank Chicago, IL Mar 2009 - Nov 2009 < 1
Jpmorgan Chase Chicago, IL Aug 2007 - Feb 2009 1
Miami University Oxford, OH Sep 2003 - Jul 2007 3
Primerica Financial Services West Chester, OH Jun 2006 - Aug 2006 < 1
Miami University Oxford, OH Jun 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2007
S65 NASAA Investment Advisors Law Examination Aug 2010
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Matthew K. Wilkes
Phone Number: 727-567-5877
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
83

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