Benjamin Matthew Wilkerson

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 02/2026 → Present
  Wells Fargo Clearing Services, Llc
  Southern Shores, NC
• 02/2025 → Present
  Wells Fargo Bank, Na
  Southern Shores, NC
• 08/2016 → Present
  County Of Currituck Parks And Recreation
  Barco, NC
• 11/2023 → 02/2025
  Townebank
  Southern Shores, NC
• 05/2023 → 05/2024
  Western Carolina University
  Cullowhee, NC
• 04/2023 → 09/2023
  H2Obx Llc
  Powells Point, NC
• 01/2022 → 05/2023
  Elizabeth City State University
  Elizabeth City, NC
• 01/2021 → 01/2022
  Coastal Carolina University Baseball
  Conway, SC
• 08/2020 → 01/2022
  Coastal Carolina University
  Conway, SC
• 05/2019 → 08/2020
  Professor Hackers Lost Treasure Golf
  Kill Devil Hills, NC
• 08/2016 → 05/2020
  Currituck County High School
  Barco, NC

Other Businesses

County of Currituck Parks and Recreation Department. The organization is not investment related. The organization address is 130 Community Way, Barco, NC, 27917. The mission of the organization is to, "Provide quality leisure services through safe and attractive facilities." with goals, "To offer diversified passive and active recreational programs that meet the current and future needs of Currituck County." Additionally, the department, "Is responsible for planning and implementing youth and adult sports and activities, as well as providing and maintaining athletic facilities and public parks." My position and title are Sports Official. I have been working part time with the organization since August of 2016 and work approximately twenty (20) hours per month approximately eight (8) months out of the year. None of my work with the organization occurs during securities trading hours. Some of my duties include Supervision and preparation of an athletic facility during and prior to previously planned sporting events, collaborating with coaches, players, parents, and other officials to provide clear explanations of rulings, conflict resolution, and serving as one of two to three referees/umpires during youth sporting events.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-04-29
• S63 Uniform Securities Agent State Law Examination
  2026-04-07

Other Names

• Ben Matthew Wilkerson
• Ben Wilkerson