Jarrid
Wilkinson

Pks Advisory Services, LLC

CRD#7451389
Investment Advisor
in Albany, NY

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About this Advisor

Jarrid Wilkinson is a financial advisor based in Albany, New York, working with Pks Advisory Services, LLC. Jarrid has previously held positions at West Virginia University, Randstad Usa/Decathalon, Insight Global/Square Inc, Social Security Administration, Purshe Kaplan Sterling Investments, Berkeley Country Club, Amazon, The Green Turtle, Panther Mountain Inn, Brant Lake Taxi, and Jj'S 365 Grill. Jarrid has passed the Series 66 regulatory exam and is registered to provide services in New York. Currently, Jarrid is part of Pks Advisory Services, LLC, which operates out of Albany, New York. The firm has 17 offices and 50 employees. The firm manages assets totaling $697.7 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Pks Advisory Services, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

80 State Street
Albany, NY 12207

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Pks Advisory Services, LLC Brokerage Details

Total Assets Under Management

$697,742,374

NY Average: $7,464,549,021
Total Number of Employees

50

NY Average: 88
Total Number of Accounts

4,457

NY Average: 3,892
Average Account Size

$156,550

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Jarrid Wilkinson Work History

2020 - Present (4 years)

Purshe Kaplan Sterling Investments

2018 - 2020 (2 years)

Social Security Administration

2018 - 2019 (1 year)

Berkeley Country Club

2017 - 2017 (< 1 year)

Randstad Usa/Decathalon

2017 - 2018 (1 year)

Insight Global/Square Inc

2017 - 2018 (1 year)

Amazon

2016 - 2017 (1 year)

The Green Turtle

2016 - 2016 (< 1 year)

Panther Mountain Inn

2016 - 2016 (< 1 year)

Brant Lake Taxi

2015 - 2015 (< 1 year)

Jj'S 365 Grill

2014 - 2017 (3 years)

West Virginia University

Disclosures

Please visit the SEC profile of Jarrid Wilkinson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Pks Advisory Services, LLC

Kristin Sanderson
Nashville, TN
Jarrid Wilkinson
Albany, NY
Francis Miller
Chesterfield, VA
Joseph Osborne
Brentwood, TN
Louis Czerwinski
Albany, NY
Steven Dolinski
Albany, NY
David Connors
Albany, NY
James Lynch
Albany, NY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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