Jeffrey Douglas Wilkinson

Current Employers

Employment History

• 06/2012 → 09/2016
  The Scoular Company
  Overland Park, KS
• 11/2014 → 12/2016
  Hawthorne Place Hoa Board
  Overland Park, KS
• 11/2016 → 01/2017
  Waddell & Reed, Inc.
  Leawood, KS
• 01/2017 → 01/2019
  Various Insurance Carriers For W&R Insurance Agencies
  Overland Park, KS
• 01/2019 → 12/2023
  V Wealth Advisors Llc
  Overland Park, KS
• 01/2019 → Present
  Lpl Financial, Llc
  Overland Park, KS
• 07/2023 → Present
  Wcg Wealth Advisors, Llc
  Overland Park, KS

Previous Registrations

• 2019-01-16 → 2023-12-31
  V Wealth Advisors Llc
  Overland Park, KS
• 2017-01-10 → 2019-01-22
  Waddell & Reed
  Shawnee, KS
  Edmond, OK

Other Businesses

1. 1/16/2019 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 02/01/2017 - Life, Health, Annuities. 2. 1/16/2019 - V WEALTH MANAGEMENT LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 3. 2/25/2019 - West Fork Advisors - Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Started 02/03/2019 - 2 Hours Per Month/0 Hours During Securities Trading. 4. 5/3/2021 - V Wealth - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 4/14/2021 - 165 Hours Per Month/165 Hours During Securities Trading. 5. 7/14/2023 - WCG Wealth Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date 07/14/2023 - 150 Hours Per Month/150 Hours During Securities Trading - I provide investment advisory services through WCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 7/2023. I expect to spend approximately 150 hours per month 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. 6. 07/14/2023 - WCG Wealth Advisors, LLC - DBA: V Wealth - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 07/14/2023- 160 Hours Per Month/80 Hours During Securities Trading - I provide investment advisory services through WCG WEALTH ADVISORS, LLC, an independent investment advisor firm. I started this business activity in DATE-07/2023. I expect to spend approximately 160 hours per month 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

• S66 Uniform Combined State Law Examination
  2017-01-10

Designations

Other Names

• Jeff Wilkinson