Jarrid Michael Wilkinson
Investment adviser representative at Pks Advisory Services, LLC
12 yearsExperience
1 stateRegistered in
$1.1BFirm assets
23 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.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Pks Advisory Services, LLCJul 2022 to now
- Purshe Kaplan Sterling InvestmentsDec 2020 to now
- Berkeley Country ClubOct 2018 to Jun 2019
- Social Security AdministrationSep 2018 to Nov 2020
- Insight Global/square IncDec 2017 to Sep 2018
- AmazonDec 2017 to Feb 2018
- Randstad Usa/decathalonNov 2017 to Dec 2017
- The Green TurtleDec 2016 to Aug 2017
- West Virginia UniversityAug 2014 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (NY).
Pks Advisory Services, LLC
$1.1BAssets managed
4,892Clients
46Advisers
23 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
- 7451389
- Firm CRD
- 125648