Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jed? Claim Your ProfileJed Davis Wilkerson is a financial advisor who has been in the industry since 2014. Jed is currently registered with Northwestern Mutual Investment Services, LLC and has been working with them since 2017. Previously, Jed was employed by WELLS FARGO SECURITIES, LLC and Northwestern Mutual Investment Services, LLC. Jed holds a Series 66, Series 24, SIE and Series 7 license and is registered in 18 states including Alabama, Arkansas, Delaware, Florida, Georgia, Illinois, Louisiana, Maryland, Minnesota, Montana, New York, North Carolina, South Carolina, Texas, Virginia, West Virginia, Wisconsin and Wyoming.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Investment research; referrals to other advisers
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Referral fees
1
2
NC
01/03/2017 - Present
Northwestern Mutual Investment Services, LLC (CHARLOTTE NC)
NC
03/11/2015 - 10/26/2016
WELLS FARGO SECURITIES, LLC (CHARLOTTE NC)
NC
04/11/2013 - 07/14/2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CHARLOTTE NC)
BOTH
Issued 08/19/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/03/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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