Jerry William Wilk

Employer firm

Spc CRD 110692

$6.10B regulatory AUM 4,483 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

• 04/2000 → 10/2017
  National Planning Corp
  Lake Forest, CA
• 05/2004 → 10/2017
  The Planners Network, Inc.
  Irvine, CA
• 10/2017 → Present
  Sigma Financial Corporation
  Ann Arbor, MI
• 10/2017 → Present
  Spc
  Ann Arbor, MI

Previous Registrations

• 2001-04-04 → 2017-10-19
  National Planning Corporation
  Irvine, CA
• 2004-05-24 → 2010-11-22
  The Planners Network, Inc.
  Irvine, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  1980-03-27