Member · Wilkins Miller Wealth Management, LLC
John Jeffries
CRD 6043353 · Named on Form ADV at one SEC-registered adviser
At a glance
Wilkins Miller Wealth Management, LLC, an SEC-registered wealth manager based in Mobile, AL with $257 million in regulatory assets, lists John Jeffries on its Form ADV as Member.
Firms and roles
- Wilkins Miller Wealth Management, LLCMemberWealth manager · Mobile, AL · $257M in regulatory assets
AtlasMembers
John’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (6)
- Wayne A. CarrollMember, Wilkins Miller Wealth Management, LLC
- Michael J. KintzMember, Wilkins Miller Wealth Management, LLC
- Greg A. BowenChief Compliance Officer, Wilkins Miller Wealth Management, LLC
- Scott L BrowningMember, Wilkins Miller Wealth Management, LLC
- Stacy T. CummingsMember, Wilkins Miller Wealth Management, LLC
1 more person named with John on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For John’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.