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Jeffrey Douglas Wilkinson

THE Wealth Consulting Group

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About Jeffrey Douglas Wilkinson

Jeffrey Douglas Wilkinson is a financial advisor with The Wealth Consulting Group. Jeffrey has over 6 years of experience in the financial services industry. Jeffrey is registered with the Financial Industry Regulatory Authority (FINRA) and is a Certified Financial Planner. Jeffrey has experience providing financial planning, investment management, and pension consulting services to individuals, families, and businesses. Jeffrey is committed to providing his clients with personalized financial advice and guidance.

Firm Information

Jeffrey Wilkinson is currently registered with THE Wealth Consulting Group. THE Wealth Consulting Group is a Las Vegas-based financial advisory firm with over $5 billion in assets under management. The firm provides financial planning, pension consulting, selection of other advisers, and portfolio management services for individuals, businesses, and charitable organizations. They also offer a wrap fee program.
THE Wealth Consulting Group

8925 WEST POST ROAD

LAS VEGAS, NV 89148

$5.19B

Assets Under Management

742

Total Clients

115

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jeffrey Wilkinson’s Registration & Firm History

NV

07/19/2023 - Present

THE Wealth Consulting Group (LAS VEGAS NV)

MO

12/21/2016 - 01/22/2019

WADDELL & REED (CREVE COEUR MO)

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Licenses & Designations

BOTH

Issued 01/10/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/21/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Douglas Wilkinson.
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