Jeffrey Douglas Wilkinson
Investment adviser representative at The Wealth Consulting Group
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$6.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- The Wealth Consulting GroupJul 2023 to now
- Wcg Wealth Advisors, LLCJul 2023 to now
- LPL Financial, LLCJan 2019 to now
- V Wealth Advisors LLCJan 2019 to Dec 2023
- Various Insurance Carriers for W&r Insurance AgenciesJan 2017 to Jan 2019
- Waddell & Reed, Inc.Nov 2016 to Jan 2017
- Hawthorne Place Hoa BoardNov 2014 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (KS, TX).
The Wealth Consulting Group
Legal name: Wcg Wealth Advisors, LLC
$6.3BAssets managed
12,940Clients
127Advisers
12 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
- 6730579
- Firm CRD
- 173194