Joseph Wilkinson has been Vice President of Westbourne Investment Advisors since February 2018, is a control person of the firm and directly owns between 25% and 50% of it. Joseph Wilkinson holds a B.S. in Accounting from the University of Maryland, College Park and an M.B.A. from Sellinger School of Management, Loyola University Maryland.
Westbourne Investment Advisors Inc. is an Annapolis, MD firm with $449M under management, 203 clients and 6 advisers in one office, as of its March 2026 filing.
Joe Wilkinson is Vice President - Managing Director of Westbourne Investment Advisors. Before joining Westbourne, he spent over 25 years in corporate finance roles, including head of investor relations at public companies such as CSX Corporation, Nextel Communications, XM Satellite Radio, Iridium, Deltek and Millennial Media. He began his career in public accounting, spending two years as an auditor at Arthur Andersen.
Joseph Wilkinson’s longest registration is the current one, 8 years at Westbourne Investment Advisors since 2018. Before joining Westbourne Investment Advisors in 2018, Joseph Wilkinson was registered through Mullaney Trust.
- – present · 8 yearsAnnapolis, MD · Adviser representative · Firm CRD 144571
- Mullaney Trust– · 4 yearsAshland, VA · Adviser representative · Firm CRD 136501
Investment adviser representative registrations
Joseph Wilkinson is registered as an investment adviser representative in Maryland, since February 2018.
- MarylandSince 8 February 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 5 February 2018 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Joseph Christopher Wilkinson
- CRD
- 5730945
- Firm
- Westbourne Investment Advisors · CRD 144571
- Role
- Vice President
- Office
- 410 SEVERN AVENUE, STE 409, Annapolis, MD 21403
- Registration
- Investment adviser registration
- In the industry since
- September 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- wia1.com
Where does Joseph Wilkinson work?
Joseph Wilkinson has been Vice President of Westbourne Investment Advisors Inc. since February 2018, and is a control person of the firm.
Is Joseph Wilkinson a financial advisor?
Yes. Joseph Wilkinson has a current investment-adviser registration in Maryland, through Westbourne Investment Advisors since February 2018.
How many years of experience does Joseph Wilkinson have?
Joseph Wilkinson has 13 years in the financial industry, since September 2013, across 2 adviser firms.
What exams has Joseph Wilkinson passed?
Joseph Wilkinson passed the Series 65 in February 2018.
Where did Joseph Wilkinson work before Westbourne Investment Advisors?
Before Westbourne Investment Advisors, Joseph Wilkinson was registered through Mullaney Trust, November 2009 to March 2014.
Where is Joseph Wilkinson based?
Joseph Wilkinson’s registered office is in Annapolis, MD.
Is Joseph Wilkinson registered with FINRA?
No. Joseph Wilkinson has no current broker registration.
How can I verify Joseph Wilkinson’s record?
Search CRD 5730945 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joseph Wilkinson’s full registration record.