James Wilkinson, financial advisor Saint Paul MN

James Wilkinson

CRD Number: 4177028
Current Firm: Wilkinson Capital Management, LLC

James Wilkinson (CRD# 4177028) is an Investment Advisor Representative working at Wilkinson Capital Management, LLC in Saint Paul, MN and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC White Bear Lake, MN Sep 2016 - Current 7
Wilkinson Capital Management, LLC St. Paul, MN Sep 2016 - Current 7
Bank Of America N.a. Stillwater, MN Sep 2012 - Sep 2016 4
Merrill Lynch, Pierce, Fenner & Smith Incorporated Stillwater, MN Jun 2008 - Sep 2016 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2002
S65 NASAA Investment Advisors Law Examination Aug 2002
Contact Info for James F. Wilkinson
Phone Number: (651) 330-8552
Firm Website: http://wilkinsoncm.com
Registered State(s):
  • MN
  • TX
  • WI
By the Numbers
  • Total Assets Under Management
    62
    MILLIONS
  • Total Number of Accounts
    302
    ACCOUNTS
  • Average Account Value
    $206,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

MN, TX, WI

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