Sam Charles Wilkerson

Employer firm

Farther CRD 302050

$16.0B regulatory AUM 450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2010 → 03/2020
  Woodbury Financial Services
  Atlanta, GA
• 04/2010 → 03/2020
  Jon Baker Financial Group
  Atlanta, GA
• 03/2020 → 02/2025
  Cwm, Llc
  Atlanta, GA
• 10/2020 → 01/2023
  Carson Wealth
  Atlanta, GA
• 01/2023 → 02/2025
  Carson Wealth
  Atlanta, GA
• 03/2010 → 10/2022
  Jon Baker Financial Group
  Atlanta, GA
• 02/2025 → Present
  Farther Finance Advisors
  Sandy Springs, GA

Previous Registrations

• 2020-03-03 → 2025-03-10
  Cwm, Llc
  Atlanta, GA
• 2018-05-14 → 2020-12-31
  Jon Baker Financial Group
  Atlanta, GA
• 2010-04-28 → 2020-03-04
  Woodbury Financial Services, Inc.
  Atlanta, GA
• 2005-12-15 → 2010-04-07
  Securian Financial Services, Inc.
  Atlanta, GA
  Atlanta, GA

Other Businesses

LIONWERKS PROPERTIES, LLC POSITION: Owner NATURE: This is an LLC I established in GA to own rental properties and collect rent/pay expenses etc. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/23/2019 ADDRESS: Sandy Springs, GA 30328, United States DESCRIPTION: I am the only member of this LLC. It is established to hold ownership of rental properties.

Exams

• S66 Uniform Combined State Law Examination
  2005-12-07
• S63 Uniform Securities Agent State Law Examination
  2004-10-29

Designations

• Certified Financial Planner

Other Names

• Sam Charles Wilkerson Iv
• Sam Charles Wilkerson Iv
• Sam Charles Wilkerson
• Sam Charles Wilkerson