JEFFREY WILLIAM WILHELMS is an investment adviser representative (IAR) with state registration records since 2007, appearing at 4 firms. Currently registered with LINCOLN INVESTMENT PLANNING, LLC, CAPITAL ANALYSTS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CAPITAL ANALYSTS, LLC | 2018-05-09 | present | Yes |
| LINCOLN INVESTMENT PLANNING, LLC | 2010-08-02 | present | Yes |
| MM ASCEND LIFE INVESTOR SERVICES, LLC | 2009-09-09 | 2010-08-02 | — |
| VOYA FINANCIAL PARTNERS, LLC | 2007-10-19 | 2009-06-09 | — |