Jeffrey Wilhelms, financial advisor Phoenix AZ
81 score

Jeffrey Wilhelms

CRD Number: 3097080
Current Firm: Lincoln Investment

Jeffrey Wilhelms (CRD# 3097080) is an Investment Advisor Representative working at Lincoln Investment in Phoenix, AZ and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Lincoln Investment Scottsdale, AZ Aug 2010 - Current 6
Great American Advisors Cincinnati, OH Sep 2009 - Aug 2010 < 1
Ing Financial Advisers, LLC Phoenix, AZ Jan 2007 - Sep 2009 2
Pro Financial Austin, TX Oct 2003 - Jun 2008 4
Planmember Securities Corporation Carpinteria, CA Dec 2003 - Dec 2006 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1998
S65 NASAA Investment Advisors Law Examination Oct 2007
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:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Jeffrey W. Wilhelms
Phone Number: 215-887-8111
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    5,982
    MILLIONS
  • Total Number of Accounts
    93,933
    ACCOUNTS
  • Average Account Value
    $63,688
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Selection of other advisers (including private fund managers)
  • Market timing services
Types of Clients
Registered States

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

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BADGES
81

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