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Jeffrey Robert Wilt

THE Leaders Group, Inc.

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About Jeffrey Robert Wilt

Jeffrey Wilt is a registered representative with The Leaders Group, Inc. based in Littleton, Colorado. Jeffrey Wilt has been in the financial services industry since 1989. Prior to joining The Leaders Group, Inc. Jeffrey Wilt was affiliated with Pacific Select Distributors, LLC, Mutual Service Corporation, Nationwide Investment Services Corporation, Walnut Street Securities, Inc., Advantage Capital Corporation, Canada Life of America Financial Services, Inc., Travelers Equities Sales, Inc. and H. C. Copeland and Associates Equities, Inc.. Jeffrey Wilt holds the Series 6, Series 7, Series 26 and Series 63 licenses.

Firm Information

Jeffrey Wilt is currently registered with THE Leaders Group, Inc.. THE Leaders Group, Inc. is a Corporation registered in 52 states and the District of Columbia, with an approved SEC registration. Formed on July 14, 1994, the firm has a history of providing financial services.

Not reported

Assets Under Management

Not reported

Total Clients

854

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.

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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Jeffrey Wilt’s Registration & Firm History

CO

02/14/2019 - Present

THE Leaders Group, Inc. (LITTLETON CO)

NJ

01/13/2005 - 04/16/2018

PACIFIC SELECT DISTRIBUTORS, LLC (Glenwood NJ)

MA

09/05/2003 - 12/31/2004

MUTUAL SERVICE CORPORATION (BOSTON MA)

OH

08/24/2000 - 06/16/2003

NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)

CA

03/22/1999 - 08/17/2000

WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)

GA

04/10/1997 - 08/06/1998

ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)

CO

03/28/1996 - 03/03/1997

CANADA LIFE OF AMERICA FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)

CA

08/28/1987 - 12/19/1994

TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)

NA

08/07/1986 - 08/11/1987

H. C. COPELAND AND ASSOCIATES EQUITIES, INC.

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Licenses & Designations

BC

Issued 12/21/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/01/2011

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 04/16/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/17/1987

Series 7 - General Securities Representative Examination

BC

Issued 08/06/1986

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Robert Wilt.
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