James Wilkerson Email & Phone Number
Financial Educator @ HowMoneyWorks®
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James Wilkerson Location
- Brandon, FL, US
James Wilkerson Work
- Financial Educator @ (January 2019 - Present)
- Financial Professional @ (March 2014 - Present)
- Senior Marketing Director @ (January 2006 - Present)
- Investment Advisor Representative @ Investment Advisors International (December 2010 - January 2012)
- Registered Representative @ World Group Securities (October 2007 - December 2010)
- Naval Flight Officer @ (January 1985 - February 2005)
James Wilkerson Education
- University of South Florida
CFP(R) (Investments and Securities)
2001-2002 - Chaminade University of Honolulu
Master of Business Administration (MBA) (Taxation)
1991-1993 - Florida Agricultural and Mechanical University
Bachelor of Science (BS) (Accounting)
1979-1984 - Moss Point High School
Diploma (Business)
1976-1979 - Command and General Staff College (CGSC)
James Wilkerson Skills
- Retirement Planning
- Investments
- IRAs
- Retirement
- Investment Strategies
- Fixed Annuities
- Strategic Financial Planning
- Insurance
- Mutual Funds
- Wealth Accumulation
- Estate Planning
- 401k
- Wealth
- Wealth Management
- Financial Analysis
- Small Business
- Securities
- 401k Rollovers
- Team Building
- Financial Advisory
- Leadership Development
- Budgets
- Financial Planners
- Investment Advisory
- Disability Insurance
- Mortgage Lending
- Term Life Insurance
- Long-term Care
- Coaching
- Life Insurance
- New Business Development
- Sales
- Series 65
- Series 6
- Long Term Care
James Wilkerson Summary
- James Wilkerson, based in Brandon, FL, US, is currently a Financial Educator at HowMoneyWorks ®️. James Wilkerson brings experience from previous roles at WealthWave, World Financial Group (WFG), Investment Advisors International and World Group Securities. James Wilkerson holds a 2001 - 2002 CFP(R) in Investments and Securities @ University of South Florida. With a robust skill set that includes Retirement Planning, Investments, IRAs, Retirement, Investment Strategies and more. James Wilkerson has 4 emails and 2 mobile phone numbers on RocketReach.
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