Jessica Gilbert
Mullaney, Keating & Wright · Middletown, Connecticut
Jessica Gilbert is a fee-only financial advisor at Mullaney, Keating & Wright in Middletown, Connecticut, who holds the CFP credential. Mullaney, Keating & Wright reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Mullaney, Keating & Wright |
|---|---|
| Based in | Middletown, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $391.0M across 460 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CT · CRD 5608769 |
| Exams passed | Series 63 (2010) · Series 66 (2011) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.mkwinc.com |
How Jessica's firm compares
- Mullaney, Keating & Wright's average account is about $850,000, from its Form ADV (assets managed divided by 460 accounts).
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Questions about Jessica
Is Jessica Gilbert a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jessica holds no broker registration, and Mullaney, Keating & Wright reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jessica charge for financial advice?
Jessica's firm, Mullaney, Keating & Wright, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jessica Gilbert based?
Jessica Gilbert is based in Middletown, Connecticut.
What credentials does Jessica Gilbert hold?
Jessica Gilbert holds the CFP credential.
Is Jessica Gilbert registered with the SEC?
Yes. Jessica Gilbert is registered as an investment adviser representative in CT (CRD 5608769), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Mullaney, Keating & Wright manage?
Mullaney, Keating & Wright reports $391.0M across 460 accounts in assets under management.
How do I contact Jessica Gilbert?
Through Jessica's website, www.mkwinc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Mullaney, Keating & Wright website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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