Jack Wilkinson
Jack Wilkinson is a registered investment advisor at Mma Securities LLC, based in Lexington, KY, with 17 years of industry experience. Jack is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 10,839 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
For the MMA MyPath managed account service, participants pay an annual asset-based fee determined by the agreement between the plan sponsor and MMA Securities. This fee is used to cover administrative costs and expenses payable to service providers, and MMA Securities does not retain any portion of the fee. Fees are generally calculated based on account balances at the end of each quarter and debited directly from participant accounts by the recordkeeper. The In-Plan Advice online service is provided at no direct fee to plan participants.
Location
360 East Vine Street, Suite 200, Lexington, KY, 40507
Get directionsHistory
Regulatory History (1)
Criminal
March 2003Other Business ActivitiesSells Insurance
Jack is an Executive Vice President at Marsh & McLennan Agency Company, where he works as an employee benefits advisor, dedicating nearly full-time hours to this role. He is also a partner in BWM Realty Partners, a group that owns their office building, but he has no duties associated with this partnership.
Employment History
Current Registrations
Mma Securities LLC
Mma Securities LLC
Mma Securities LLCBroker
Previous Registrations
Jsl Securities, INC.Broker
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Gelber Securities, LLCBroker
State Registrations1 state
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
More Advisors
- Elizabeth Chatterton, CFPAmeriprise Financial Services, LLC
- Keely Rock, ChFCAtlanta Consulting Group Advisors, LLC
- Catherine Salsman, CFPParagon Private Wealth Management LLC
- Charles Hill, CFPAdvice and Planning Services
- Mohua Das, CFPCrimson Oak Wealth Management, LLC
- Stephen Allen, PFSOsaic Wealth, INC.