James Frank Wilkinson

Current Employers

Employment History

• 06/2008 → 09/2016
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Stillwater, MN
• 09/2012 → 09/2016
  Bank Of America N.A.
  Stillwater, MN
• 09/2016 → Present
  Lpl Financial, Llc
  White Bear Lake, MN
• 09/2016 → Present
  Wilkinson Capital Management, Llc
  St. Paul, MN

Previous Registrations

• 2008-06-13 → 2016-09-19
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Stillwater, MN
• 2006-08-12 → 2008-06-26
  Ubs Financial Services Inc.
  Edina, MN
• 2005-09-26 → 2006-08-12
  Piper Sandler & Co.
  Minneapolis, MN
  Edina, MN
  Edina, MN
• 2002-08-26 → 2004-02-05
  Strong Capital Management Inc
  Menomonee Falls, WI

Other Businesses

(1) 09/16/2016: Wilkinson Capital Management, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - 4517 Allendale Dr, White Bear Lake, MN 55127 - Start 09/02/2016 - 136 Hr/Mo; 6 Hour(s) During Securities Trading; 100% Time Spent (2) 09/21/2016: Wilkinson Capital Management, LLC - Registered Investment Advisor Hybrid - DBA: (Hybrid) Wilkinson Capital Management, LLC - Investment Related - 4517 Allendale Dr, White Bear Lake, MN 55127 - Start 09/02/2016 - 136 Hr/Mo; 6 Hour(s) During Securities Trading; 100% Time Spent - I provide investment advisory services through Wilkinson Capital Management, LLC, an independent investment advisor firm.  I started this business activity in September 2016.  I expect to spend approximately 100% of my time on this activity.   Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD.  The firm is separate from and independent of LPL Financial.

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-08-23
• S63 Uniform Securities Agent State Law Examination
  2002-03-12