Jillianne Wilkinson
Jillianne Wilkinson is a registered investment advisor at Stonex Advisors INC., based in Cheyenne, WY, with 26 years of industry experience. Jillianne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 2 more. Their firm serves 9,843 clients with $5.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
StoneX Advisors' investment management fees are negotiated between you and your financial advisor, with a maximum of 2% of your portfolio's value annually (1.5% for annuity allocations). There's a minimum annual fee of $200, or $300 for Unified Managed Accounts. Fees are typically deducted from your account quarterly or monthly in advance, but can be arranged in arrears. If you end the agreement early, you'll receive a refund for any unearned fees.
Location
Cheyenne, WY
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jillianne operates under the DBA Buffalo Shield Financial Planning and is an insurance agent with Synergy Insurance Group since 2003, dedicating minimal time to insurance sales. She also volunteers at a friend's acupuncture clinic, instructs federal retirement benefits classes, and is Deputy Manager/Secretary Treasurer for RTS Enterprises, LLC.
Employment History
Current Registrations
Stonex Advisors INC.
Stonex Securities INC.
Stonex Securities INC.Broker
Previous Registrations
Bts Asset Management, INC.
Synergy Investment Group, LLC
Synergy Investment Group, LLC
Synergy Investment Group, LLCBroker
Mac Services, LLC
Main Street Securities, LLCBroker
Excalibur Financial Group, INC.Broker
State Registrations10 states
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.