Jeffrey Peterson Wilcock
Investment adviser representative at Seros Wealth Partners
13 yearsExperience
2 statesRegistered in
$359.2MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- United Planners' Financial ServicesJun 2013 to now
- Seros Wealth PartnersMar 2013 to now
- Seros Financial LLCFeb 2013 to now
- Wilcock Financial LLCJan 2013 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1990
- Series 65 · Uniform Investment Adviser Law1999
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Seros Wealth Partners
Legal name: Seros Financial, LLC
$359.2MAssets managed
457Clients
8Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2034946
- Firm CRD
- 166808