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Taylor Wilson, financial advisor Forest City IA

Taylor Wilson

CRD Number: 6868183
Current Firm: Edward Jones

Taylor Wilson (CRD# 6868183) is an Investment Advisor Representative working at Edward Jones in Forest City, IA and has over 3 years of experience in the finance industry. Taylor Wilson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Greenstone Wealth Management Forest City, IA Oct 2019 - Current 1
Edward Jones St Louis, MO Oct 2017 - Oct 2019 2
Wells Fargo Des Moines, IA Jan 2013 - Oct 2017 4
Us Army Waterloo, IA Jul 2010 - Dec 2014 4
Shottenkirk Chevy Waukee, IA May 2012 - Dec 2013 1
Shooterz Bar And Grill Forest City, IA Jan 2008 - Dec 2013 5
Reserve National Insurance Johnston, IA Mar 2012 - Jul 2012 < 1
White Communications Des Moines, IA May 2011 - Feb 2012 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2017
Contact Info for Taylor Wilson
By the Numbers
  • Total Assets Under Management
    423,237
    MILLIONS
  • Total Number of Accounts
    3,336,586
    ACCOUNTS
  • Average Account Value
    $126,847
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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