Fredrick S Wilkerson, J.D., CLU®, ChFC®, CFP®

Director of Estate & Business Planning

My Team

Firm Professionals


 

Jed Davis Wilkerson, MBA

Director of Investment Management

Jed Wilkerson serves as a Wealth Management Advisor with Fred Wilkerson of the Estate Strategies Group (ESG). In this capacity Jed oversees all portfolio and asset management strategy, trading, and research. He also partners with Fred on Estate & Business Planning analysis and solutions.

Prior to joining the Estate Strategies Group, Jed spent 4 years on the institutional trading floor with Wells Fargo Securities as a Fixed Income Analyst. He holds a Masters of Business Administration (MBA) from West Virginia University, graduating as Co-Valedictorian of the 2012 class. Jed also holds Bachelors degrees in Economics and Philosophy from Furman University. He was a scholarship athlete as member of the Men's Varsity Track & Field team while attending Furman.

 

Jonathan L Smith

Agent Assistant

Jonathan serves as the Operations Associate for the team. Additionally, he acts as the home office liaison for life & disability underwiting.

Jonathan previously worked with Capstone ISG Property & Casuality insurance group in Charlotte, NC. He hold's a Bachelors of Business Administration from University of South Carolina.

 
 

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