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Derek Wilkes Email & Phone Number

Chief Compliance Officer at Accurate Advisory Group Inc.
Location: Tampa, Florida, United States 8 work roles 1 school
1 work email found @jpmorgan.com 1 phone found area 800 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email d****@jpmorgan.com
Direct phone (800) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Accurate Advisory Group Inc.
Role
Chief Compliance Officer
Location
Tampa, Florida, United States
Company size
60 employees

Who is Derek Wilkes? Overview

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Quick answer

Derek Wilkes is listed as Chief Compliance Officer at Accurate Advisory Group Inc., a company with 60 employees, based in Tampa, Florida, United States. AeroLeads shows a work email signal at jpmorgan.com, phone signal with area code 800, and a matched LinkedIn profile for Derek Wilkes.

Derek Wilkes previously worked as Chief Compliance Officer at Independent Financial Partners (Ifp) and Vice President - Supervision Manager at J.P. Morgan. Derek Wilkes holds Finance, Economics from Kansas State University.

Company email context

Email format at Accurate Advisory Group Inc.

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{first}.{last}@jpmorgan.com
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AeroLeads found 1 current-domain work email signal for Derek Wilkes. Compare company email patterns before reaching out.

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Profile bio

About Derek Wilkes

Experienced CCO with a demonstrated history of working in the financial services industry. Skilled in Securities, Investment Advisory, Mutual Funds, Trading, and Complex Risk Management. Strong professional with a Finance degree focused in Economics from Kansas State University. Currently holds series 7,66,31,4,9,10,24 and Texas Group 1 insurance.

Listed skills include Series 7, Series 66, Series 24, Securities, and 17 others.

Current workplace

Derek Wilkes's current company

Company context helps verify the profile and gives searchers a useful next step.

Accurate Advisory Group Inc.
Accurate Advisory Group Inc.
Chief Compliance Officer
Tampa, FL, US
Website
accurateadvisorygroup.com
Employees
60
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Company profile
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8 roles · 21 years

Derek Wilkes work experience

A career timeline built from the work history available for this profile.

Vice President - Supervision Manager

J.P. Morgan

New York, NY, US

Jul 2019 - Jul 2022

Admin Manager/Market Supervision Manager

Merrill Lynch

New York, NY, US

Jun 2015 - Jul 2019

Regional Director Of Sales Supervision

Williams Financial Group

Responsible for the supervision of WFG’s Branch Offices, Branch Managers, and our Financial Advisors. Sales Supervision encompasses review and approval of daily trade blotter, monthly activity reports, review incoming and outgoing correspondence, and reviews of customer complaints. Review and approval of OBA’s and due diligence meetings. Train and provide.

2014 - Jun 2015

Client Services Principal

Williams Financial Group

I train and assist Financial Advisor's in all areas around cost basis, trading, DTC, DWAC, DRS, and Restricted Stock. I actively work and manage the risk management of our margin desk and manage and approve outside mutual fund accounts.Help implement and educate on new technology roll outs throughout the company..

Mar 2010 - Jan 2014

Trader And Securities Principal

1St Global

I currently hold the series 7, 66, 24,Group 1 Insurance license and I'm a CFA level 1 candidate.

Jan 2008 - Mar 2010
Team & coworkers

Colleagues at Accurate Advisory Group Inc.

Other employees you can reach at accurateadvisorygroup.com. View company contacts for 60 employees →

MS Michael Sinicola Michael Sinicola Colleague at Accurate Advisory Group Inc.Wesley Chapel, Florida, United States, United States View → ST Sandra T. Sandra T. Colleague at Accurate Advisory Group Inc.Greater Tampa Bay Area, United States View → MV Maria Vail Maria Vail Colleague at Accurate Advisory Group Inc.Tampa, Florida, United States, United States View → DG David Goldin David Goldin Colleague at Accurate Advisory Group Inc.Greater Tampa Bay Area, United States View → PO Paul O'Grady Paul O'Grady Colleague at Accurate Advisory Group Inc.Tampa, Florida, United States, United States View → HD Holley Doucet Holley Doucet Colleague at Accurate Advisory Group Inc.Wesley Chapel, Florida, United States, United States View → ML Maddison Long Maddison Long Colleague at Accurate Advisory Group Inc.St Petersburg, Florida, United States, United States View → NL Nicholas Leone Nicholas Leone Colleague at Accurate Advisory Group Inc.Tampa, Florida, United States, United States View → RT Ross Taylor Ross Taylor Colleague at Accurate Advisory Group Inc.Sarasota, Florida, United States, United States View → MB Mark Belanian Mark Belanian Colleague at Accurate Advisory Group Inc.Sarasota, Florida, United States, United States View →
1 education record

Derek Wilkes education

  • Kansas State University
    Kansas State University
    Economics
FAQ

Frequently asked questions about Derek Wilkes

Quick answers generated from the profile data available on this page.

What company does Derek Wilkes work for?

Derek Wilkes works for Accurate Advisory Group Inc..

What is Derek Wilkes's role at Accurate Advisory Group Inc.?

Derek Wilkes is listed as Chief Compliance Officer at Accurate Advisory Group Inc..

What is Derek Wilkes's email address?

AeroLeads has found 1 work email signal at @jpmorgan.com for Derek Wilkes at Accurate Advisory Group Inc..

What is Derek Wilkes's phone number?

AeroLeads has found 1 phone signal(s) with area code 800 for Derek Wilkes at Accurate Advisory Group Inc..

Where is Derek Wilkes based?

Derek Wilkes is based in Tampa, Florida, United States while working with Accurate Advisory Group Inc..

What companies has Derek Wilkes worked for?

Derek Wilkes has worked for Accurate Advisory Group Inc., Independent Financial Partners (Ifp), J.P. Morgan, Merrill Lynch, and Williams Financial Group.

Who are Derek Wilkes's colleagues at Accurate Advisory Group Inc.?

Derek Wilkes's colleagues at Accurate Advisory Group Inc. include Michael Sinicola, Sandra T., Maria Vail, David Goldin, and Paul O'Grady.

How can I contact Derek Wilkes?

You can use AeroLeads to view verified contact signals for Derek Wilkes at Accurate Advisory Group Inc., including work email, phone, and LinkedIn data when available.

What schools did Derek Wilkes attend?

Derek Wilkes holds Finance, Economics from Kansas State University.

What skills is Derek Wilkes known for?

Derek Wilkes is listed with skills including Series 7, Series 66, Series 24, Securities, Options, Equities, Etfs, and Margin Analysis.

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