Jack Wilkinson
Jack Wilkinson is a registered investment advisor at Mma Securities LLC, based in Lexington, KY, with 16 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 8,394 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
MMA Securities offers two services through a subadviser, Empower Advisory Group (EAG):
- In-Plan Advice (Online Advice Service): This service provides online guidance and investment advice, but you implement the recommendations yourself. There is no fee charged directly to plan participants for using this service.
- MMA MyPath (Managed Account Service): This service manages your retirement account for you. Participants in this service pay an annual asset-based fee. The fee covers costs associated with providing the service, including expenses payable to EAG and other service providers. MMA Securities does not retain any portion of this fee.
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.