Unclaimed Profile

Ross Gerard Wilkinson

WASHINGTON WEALTH MANAGEMENT, LLC·SAN DIEGO, California

SIE, Series 3, Series 7, Series 9, Series 10, Series 63, Series 6527 years registeredWASHINGTON WEALTH MANAGEMENT, LLC

3570 CARMEL MOUNTAIN ROAD, SAN DIEGO, CA 91230CRD# 2112401Firm CRD# 155193

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Ross Gerard Wilkinson · SAN DIEGO, CA

Registration

CRD #2112401 · WASHINGTON WEALTH MANAGEMENT, LLC · 27 years registered

Brand Profile

Not yet started

Career History

UBS FINANCIAL SERVICES INC.

Feb 2025 – present

MORGAN STANLEY

Feb 2015 – Jun 2024

Washington, DC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Oct 2013 – Nov 2014

WASHINGTON, DC

WASHINGTON WEALTH MANAGEMENT

Dec 2010 – Apr 2013

SAN DIEGO, CA

MORGAN STANLEY SMITH BARNEY LLC

Jun 2009 – Jul 2010

WASHINGTON, DC

MORGAN STANLEY & CO. INCORPORATED

Apr 2007 – Jun 2009

WASHINGTON, DC

MORGAN STANLEY

Sep 1998 – Apr 2007

WASHINGTON, DC

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 9

Series 10

Series 63

Series 65

Registration record

First registered · September 25, 1998

Years registered · 27

Disclosure History

2016Financial·Final

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

KESTRA PRIVATE WEALTH SERVICES, LLC

CRD 155193 · SEC 801-71936

AUM

$7.3B

Regulatory assets under management

Employees

158

21,652 client accounts

Services offered by KESTRA PRIVATE WEALTH SERVICES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at KESTRA PRIVATE WEALTH SERVICES, LLC →

Introduction

Speak with Ross

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Ross is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SAN DIEGO?

Browse all registered financial advisors in SAN DIEGO, California or claim this profile if it's yours.

Browse SAN DIEGO Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Ross Gerard Wilkinson offer?

Ross Gerard Wilkinson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN DIEGO, California for a consultation.

What are Ross Gerard Wilkinson's credentials?

Ross Gerard Wilkinson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ross Gerard Wilkinson located?

Ross Gerard Wilkinson is based in SAN DIEGO, California, working with WASHINGTON WEALTH MANAGEMENT, LLC. Their office serves clients in the SAN DIEGO metropolitan area and surrounding communities.

How does Ross Gerard Wilkinson charge for services?

Ross Gerard Wilkinson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WASHINGTON WEALTH MANAGEMENT, LLC?

WASHINGTON WEALTH MANAGEMENT, LLC has approximately 158 employees and manages $7.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →