Unclaimed Profile

Jeffrey Gard Wilkins

HAMILTON CAPITAL, LLC·COLUMBUS, Ohio

Series 65Clean record7 years registeredHAMILTON CAPITAL, LLC

5025 ARLINGTON CENTRE BLVD, COLUMBUS, OH 43220CRD# 7038634Firm CRD# 109116

Profile Verification

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

Identity

Jeffrey Gard Wilkins · COLUMBUS, OH

Registration

CRD #7038634 · HAMILTON CAPITAL, LLC · 7 years registered

Brand Profile

Not yet started

Career History

HAMILTON CAPITAL

Jan 2019 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · January 23, 2019

Years registered · 7

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HAMILTON CAPITAL, LLC

CRD 109116 · SEC 801-54611

AUM

$4.2B

Regulatory assets under management

Employees

8,483 client accounts

Services offered by HAMILTON CAPITAL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

View all advisors at HAMILTON CAPITAL, LLC →

Introduction

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Frequently Asked Questions

What services does Jeffrey Gard Wilkins offer?

Jeffrey Gard Wilkins specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in COLUMBUS, Ohio for a consultation.

What are Jeffrey Gard Wilkins's credentials?

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

Where is Jeffrey Gard Wilkins located?

Jeffrey Gard Wilkins is based in COLUMBUS, Ohio, working with HAMILTON CAPITAL, LLC. Their office serves clients in the COLUMBUS metropolitan area and surrounding communities.

How does Jeffrey Gard Wilkins charge for services?

Jeffrey Gard Wilkins'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 HAMILTON CAPITAL, LLC?

HAMILTON CAPITAL, LLC has approximately 79 employees and manages $4.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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