Joseph Christopher Wilkinson
Investment adviser representative at Westbourne Investment Advisors Inc.
10 yearsExperience
1 stateRegistered in
$448.8MFirm assets
19 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Westbourne Investment Advisors Inc.Jan 2018 to now
- UnemployedAug 2017 to Dec 2017
- Sito MobileJan 2016 to Jul 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (MD).
Westbourne Investment Advisors Inc.
$448.8MAssets managed
203Clients
6Advisers
19 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
- 5730945
- Firm CRD
- 144571