Wilson Winn, financial advisor Huntsville TX
90 score

Wilson Winn

CRD Number: 6124919
Current Firm: Edward Jones

Wilson Winn (CRD# 6124919) is an Investment Advisor Representative working at Edward Jones in Huntsville, TX and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St. Louis, MO Oct 2012 - Current 4
Shield Healthcare San Antonio, TX Aug 2011 - Oct 2012 1
Adams Respiratory Therapeutics / Reckitt Benckiser San Antonio, TX Dec 2004 - Aug 2011 6
Honormed San Antonio, TX May 2009 - Mar 2010 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2012
Contact Info for Wilson B. Winn
Phone Number: 314-515-2000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
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
  • 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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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