Jack Wilkinson
Investment adviser representative at LPL Financial LLC
12 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- LPL Financial LLCNov 2025 to now
- First Legacy Wealth ManagementNov 2025 to now
- UnemployedSep 2025 to Oct 2025
- City National Bank of Colorado CityDec 2023 to Aug 2025
- UnemployedJun 2023 to Nov 2023
- MotivaJun 2022 to Aug 2022
- Southside BankJun 2021 to Aug 2021
- Texas A&m UniversityAug 2018 to May 2023
- Texas Energy MusuemJun 2016 to Aug 2019
- Westbrook High SchoolAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 8182530
- Firm CRD
- 6413