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Jeffrey Wilcock

Seros Wealth Partners
36 Years of Experience
Gilbert, AZ
Sells Insurance
View SEC Summary
View SEC Summary

Jeffrey Wilcock is a registered investment advisor at Seros Wealth Partners, based in Gilbert, AZ, with 36 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 457 clients with $360M in assets under management.

Seros Wealth Partners
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
457 clients
Average Client Portfolio
$786K average
Assets Under Management
$359.2M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.90%
$500K - $1.0M1.85%
$1.0M - $2.0M1.65%
$2M+1.60%

Fees are negotiable. Sub-adviser platform fees may apply in addition to this schedule.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

155 E Rivulon Blvd, Suite 304, Gilbert, AZ, 85297

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Jeffrey is an Investment Advisor Representative (IAR) with Seros Financial LLC since 2013. He is also a member of Wilcock Financial LLC, which focuses on non-variable insurance.

Employment History
Current Registrations
Seros Wealth Partners
March 2013 - Present · 13 yrs 7 mos
Previous Registrations
United Planners' Financial Services of America a Limited PartnerBroker
June 2013 - November 2025 · 12 yrs 5 mos
First Financial Equity Corporation
June 2009 - July 2013 · 4 yrs 1 mo
First Financial Equity CorporationBroker
June 2009 - July 2013 · 4 yrs 1 mo
Sagepoint Financial, INC.Broker
October 2005 - June 2009 · 3 yrs 8 mos
Alliance Financial Group, INC.
May 2003 - December 2012 · 9 yrs 7 mos
Sunamerica Securities, INC.Broker
January 1995 - October 2005 · 10 yrs 9 mos
Associated Securities CORP.Broker
October 1993 - January 1995 · 1 yr 3 mos
Waddell & Reed, INC.Broker
March 1990 - October 1993 · 3 yrs 7 mos
State Registrations2 states
AZTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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