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Victor Wilkerson

Advisor at Edward Jones — Rawlins, WY

Updated today

Credentials

Series 66

Experience

6 years

Location

Rawlins, WY 82301

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,149 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Victor Wilkerson is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2020. Prior to his career in finance, he worked for 26 years in the Campbell County School District. Outside of advisory work, he serves as an assistant football coach for the Carbon County School District. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Rawlins, WY

817 West Spruce Street

Rawlins WY 82301

Advisors at this office

2

Most active in

Texas · Wyoming

Work history

6 years of industry experience

Edward Jones

2020 - Present • 6 years

St Louis, MO

Campbell County School District

1994 - 2020 • 26 years

Gillette, WY

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Laidry Arian Cegui M

Series 66

Rawlins, WY

Edward Jones

Laidry Arian Cegui Mouelet Nguimbi is a financial advisor at Edward Jones with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at BP from 2013 to 2018. Outside of advisory work, he serves as the head boys soccer coach at Carbon County School District #1 in Rawlins, WY. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Kris T

Series 66

Rawlins, WY

LPL Financial

Kris Thorvaldson is a Series 66 licensed financial advisor with 23 years of industry experience. He has been with LPL Financial since 2012 and previously worked at Edward Jones and Cetera Investment Services LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a broad range of advisory and brokerage services to individuals, retirement plans, banks, and institutions. The firm supports its network of over 22,800 advisors with diverse investment options and technology tools while overseeing more than $819 billion in discretionary assets.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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