Joseph C. Wilkinson

WESTBOURNE INVESTMENT ADVISORS

ANNAPOLIS, MD 21403

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CRD#: 5730945

Professional summary

Joseph Christopher Wilkinson is a registered financial advisor currently at WESTBOURNE INVESTMENT ADVISORS INC. located in Annapolis, Maryland.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Joseph has worked at 2 firms and has passed the Series 65 exam.

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Christopher Wilkinson's CRS (Customer Relationship Summary).

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®

None

Experience

Current

February 8, 2018 - Present

WESTBOURNE INVESTMENT ADVISORS INC.

Office #1: 410 Severn Avenue Ste 409, Annapolis, MD 21403

RIA

CRD#: 144571

ANNAPOLIS, MD

Past

November 3, 2009 - March 24, 2014

MULLANEY TRUST

RIA

CRD#: 136501

ASHLAND, VA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

WESTBOURNE INVESTMENT ADVISORS INC.

CRD#: 144571 / SEC#: 801-68167

RIA

Registered Investment Advisory firm - (7/19/2007 Approved)

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

Maryland
(2/8/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/5/2018

Uniform Investment Adviser Law Examination

Current Firm

WESTBOURNE INVESTMENT ADVISORS INC.

CRD#: 144571 / SEC#: 801-68167

RIA

Registered Investment Advisory firm - (7/19/2007 Approved)

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Contact information

Main Address

410 Severn Avenue Ste 409, Annapolis, MD 21403

Mailing Address

Phone number

(301) 656-9035

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WESTBOURNE INVESTMENT ADVISORS, INC. PART 2A OF FORM ADV (2/14/2025)

Regulatory assets under management

Total Number of Accounts	420
AUM (Assets Under Management)	$ 359,090,832

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Joseph C. Wilkinson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Christopher Wilkinson's CRS (Customer Relationship Summary).

Certified licenses

Experience

WESTBOURNE INVESTMENT ADVISORS INC.

MULLANEY TRUST

Primary Firm SEC Registration

WESTBOURNE INVESTMENT ADVISORS INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 2/5/2018

Current Firm

WESTBOURNE INVESTMENT ADVISORS INC.

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WESTBOURNE INVESTMENT ADVISORS INC.

TRUST BUT VERIFY

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