Syrrel Christian Wilks

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 05/1993 → 02/2021
  Edward D. Jones & Co., L.P.
  Milford, OH
• 02/2021 → Present
  Raymond James Financial Services, Inc.
  Milford, OH
• 02/2021 → Present
  Raymond James Financial Services Advisors, Inc.
  Milford, OH
• 10/2021 → 02/2024
  Wilks Wealth Holdings Llc
  Milford, OH

Previous Registrations

• 2007-01-25 → 2021-03-01
  Edward Jones
  Milford, OH

Other Businesses

(1)Name of Business: ascension partners Address: 1034 Main St, Milford, OH, 45150-1768, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 08/28/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: 25% owner of ascension partners which is an OSJ created to aggregate FA's through Rj (2)Name of Business: guided wealth Address: 1034 Main St, Milford, OH, 45150-1768, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 08/06/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: financial advisor (3)Name of Business: mason schools foundation Address: 13 main st, mason, OH, 45040, United States Activity Type: Non profit Position/Title: Board Member, Finance/Investment Committee Member Investment Related: Yes Start Date: 03/14/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: board member (4)Name of Business: mosiak wealth partners Address: 1034 Main St, Milford, OH, 45150-1768, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 03/31/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: financial advisor (5)Name of Business: wilks welath planning llc Address: 1034 Main St, Milford, OH, 45150-1768, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 02/28/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: owner

Exams

• S63 Uniform Securities Agent State Law Examination
  1992-04-24

Other Names

• Chris Wilks