JW
Jeffrey G. Wilkins
HAMILTON CAPITAL
Columbus, OH 43220
Some features on this profile are disabled
CRD#: 7038634
JW
Professional summary
Jeffrey Gard Wilkins, who also goes by Wilkins Gard Jeffrey, is a registered financial advisor currently at HAMILTON CAPITAL located in Columbus, Ohio.
Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Jeffrey has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Wilkins Gard Jeffrey
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.
I own 55% of MRAP, LLC dba Market Ready, a for-profit residential construction business that ceased operations in 2019. It is not investment related. I am the Manager of the LLC, which is in the process of winding down. There has been no business activity in 2020 other than some collections and payments of outstanding obligations. I play no day to day role in the business. It has no financial assets. I started the business in 2013 when I purchased the assets of another company. I am not compensated by the business.
I also own 100% of AQI, LLC, which is a for-profit sole proprietorship. It owns one for-lease commercial building and has no other activities. I am in the process of trying to sell the building. It is not investment related. I spend no time on this business other than an occasional phone call or email on the weekends. I am not compensated by the business other than when flow-through income exceeds expenses, which has no occurred. The building was purchased around 2016 in conjunction with a business that I sold in 2018.
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Gard 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 23, 2019 - Present
HAMILTON CAPITAL
Office #1: 5025 Arlington Centre Blvd Suite 300, Columbus, OH 43220RIA
CRD#: 109116
Columbus, OH
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".
HAMILTON CAPITAL
HAMILTON CAPITAL | HAMILTON CAPITAL, LLC | HAMILTON CAPITAL MANAGEMENT INC
CRD#: 109116 / SEC#: 801-54611
RIA
Registered Investment Advisory firm - (6/17/1997 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
Ohio(1/23/2019)
Current Firm
HAMILTON CAPITAL
HAMILTON CAPITAL | HAMILTON CAPITAL, LLC | HAMILTON CAPITAL MANAGEMENT INC
CRD#: 109116 / SEC#: 801-54611
RIA
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Contact information
Main Address
5025 Arlington Centre Blvd Suite 300, Columbus, OH 43220
Mailing Address
Phone number
(614) 273-1000
Established
Firm type
Fiscal year end
# of Employees
93
SEC notice filing (35 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 9,076 |
| AUM (Assets Under Management) | $ 4,381,851,944 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/25/2024 | ||
| 07/28/2023 |
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.
