TW
Thomas H. Wilkins
JOSEPH JEKYLL ADVISERS LLC
Athens, GA
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CRD#: 5233895
TW
Professional summary
Thomas Hart Wilkins is a registered financial advisor currently at JOSEPH JEKYLL ADVISERS LLC located in Athens, Georgia.
Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Thomas has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
NAME OF OTHER BUINESS: WILKINS FOUNDATION, INC.
WHETHER THE BUINESS HAS INVESTMENT RELATED ACTIVIES: YES, THE BUSINESS HAS INVESTMENT-RELATED ACTIVITIES
THE ADDRESS IS: P.O. BOX 48821,ATHENS, GA. 30604.
THE NATURE OF THE BUSINESS: IT IS A PRIVATE FOUNDATION.
MY POSITION IS CHAIRMAN
MY START DATE WITH THE FIRM WAS NOVEMBER 1, 1967.
MY TIME VARIES: IN THE LAST 2 YEARS, MY TIME WAS PROBABLY AVERAGED 2-3 HOURS PER MONTH.
I DEVOTE PRACTICALLY NO TIME TO THIS BUSINESS DURING DURING SECURITIES TRADING HOURS.
MY DUTIES ARE TO KEEP THE FINANCIAL RECORDS AND FILE IRS FORMS AND TO MONITOR PENDING CHARITABLE ACTIVITIES, MAINLY BOOK PUBLISHING.
CRS (Client Relationship Summary) - RIA
Click below to view Thomas Hart Wilkins's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 19, 2007 - Present
JOSEPH JEKYLL ADVISERS LLC
RIA
CRD#: 142215
Athens, GA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Georgia(1/19/2007)
Exams
Current Firm
JJ
JOSEPH JEKYLL ADVISERS LLC
JOSEPH JEKYLL ADVISERS LLC | JOSEPH JEKYLL ADVISERS, LLC
CRD#: 142215 / SEC#:
Georgia
Registered Investment Advisory firm - (1/19/2007 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Athens, GA
Mailing Address
Phone number
(706) 255-9469
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 23 |
| AUM (Assets Under Management) | $ 9,112,650 |
Red Flags
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