Unclaimed Profile

Jeffrey Scott Wilks

HALLMARK CAPITAL MANAGEMENT INC·WAYNE, New Jersey

Clean recordHALLMARK CAPITAL MANAGEMENT INC

1195 HAMBURG TURNPIKE, WAYNE, NJ 07470-5055CRD# 2234042Firm CRD# 108879

Profile Verification

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

Identity

Jeffrey Scott Wilks · WAYNE, NJ

Registration

CRD #2234042 · HALLMARK CAPITAL MANAGEMENT INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jeffrey Scott Wilks is a registered financial advisor based in WAYNE, New Jersey, affiliated with HALLMARK CAPITAL MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

VALLEY WEALTH MANAGERS, INC.

AUM

$2.2B

Regulatory assets under management

Employees

Total firm employees

View all advisors at VALLEY WEALTH MANAGERS, INC. →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 2234042

Firm CRD# 108879

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jeffrey Scott Wilks offer?

Jeffrey Scott Wilks specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WAYNE, New Jersey for a consultation.

What are Jeffrey Scott Wilks's credentials?

Jeffrey Scott Wilks is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Scott Wilks located?

Jeffrey Scott Wilks is based in WAYNE, New Jersey, working with HALLMARK CAPITAL MANAGEMENT INC. Their office serves clients in the WAYNE metropolitan area and surrounding communities.

How does Jeffrey Scott Wilks charge for services?

Jeffrey Scott Wilks's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HALLMARK CAPITAL MANAGEMENT INC?

HALLMARK CAPITAL MANAGEMENT INC has approximately 52 employees and manages $2.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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