Wilbert Oakley is Vice President and Branch Office Manager and Chief Compliance Officer of FamilyWealth Asset Management, is a control person of the firm and directly owns under 5% of it.
Familywealth Asset Management is a Lake Mary, FL firm with $177M under management, 421 clients and 3 advisers across 4 offices, as of its March 2026 filing.
Wilbert Oakley’s longest registration is the current one, 8 years at Familywealth since 2018. Before joining FamilyWealth Asset Management in 2020, Wilbert Oakley was registered through Advisersource.com and Jolliffe Capital, Inc.
- – present · 6 yearsLake Mary, FL · Adviser representative · Firm CRD 147869
- FamilywealthAlso current– present · 8 yearsLake Mary, FL · Adviser representative · Firm CRD 289193
- Advisersource.com– · under a yearLake Mary, FL · Adviser representative · Firm CRD 289193
- Jolliffe Capital, Inc.– · 8 yearsLake Mary, FL · Adviser representative · Firm CRD 140725
- Brookstone Capital Management LLC– · 2 yearsLake Mary, FL · Adviser representative · Firm CRD 141413
Investment adviser representative registrations
Wilbert Oakley is registered as an investment adviser representative in 5 states, as a resident of Texas. The first approvals date from January 2018; the most recent is Texas, in April 2020.
- CaliforniaSince 1 April 2020
- ColoradoSince 1 April 2020
- FloridaSince 31 January 2018
- OhioSince 1 April 2020
- TexasResidentSince 2 April 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 19 July 2007 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 24 February 2003 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Wilbert Ernest Oakley
- CRD
- 4612563
- Firm
- FamilyWealth Asset Management · CRD 147869
- Role
- Vice President; Branch Office Manager; Chief Compliance Officer
- Office
- 255 PRIMERA BLVD., SUITE 160, Lake Mary, FL 32746
- Registration
- Investment adviser registration
- In the industry since
- February 2008
- Disciplinary history
- Not yet shown here · SEC record
Where does Wilbert Oakley work?
Wilbert Oakley is Vice President; Branch Office Manager; Chief Compliance Officer of Familywealth Asset Management, and is a control person of the firm.
Is Wilbert Oakley a financial advisor?
Yes. Wilbert Oakley has a current investment-adviser registration in California, Colorado, Florida, Ohio and Texas, through FamilyWealth Asset Management since April 2020.
How many years of experience does Wilbert Oakley have?
Wilbert Oakley has 18 years in the financial industry, since February 2008, across 4 adviser firms.
What exams has Wilbert Oakley passed?
Wilbert Oakley has passed 2 licensing exams: the Series 6 and Series 65. The earliest, the Series 6, was passed in February 2003.
Where did Wilbert Oakley work before FamilyWealth Asset Management?
Before FamilyWealth Asset Management, Wilbert Oakley was registered through Advisersource.com, September 2017 to December 2017; Jolliffe Capital, Inc., April 2010 to June 2018; Brookstone Capital Management LLC, November 2007 to February 2010.
Where is Wilbert Oakley based?
Wilbert Oakley’s registered office is in Lake Mary, FL.
Is Wilbert Oakley registered with FINRA?
No. Wilbert Oakley has no current broker registration.
How can I verify Wilbert Oakley’s record?
Search CRD 4612563 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Wilbert Oakley’s full registration record.