Amy Whaley, financial advisor Macon GA

Amy Whaley

CRD Number: 6742635
Current Firm: Edward Jones

Amy Whaley (CRD# 6742635) is an Investment Advisor Representative working at Edward Jones in Macon, GA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Jul 2019 - Current 1
Edward Jones Macon, GA Jan 2017 - Jul 2019 2
Homemaker Macon, GA Aug 2014 - Jan 2017 2
Wesleyan College Macon, GA Jul 2009 - Aug 2014 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2019
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Amy L. Whaley
Phone Number: 314-515-2000
Registered State(s):
  • GA
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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