Thelvie WinstonCRD Number: 7133318
Current Firm: Edward Jones
Thelvie Winston (CRD# 7133318) is an Investment Advisor Representative working at Edward Jones in Mcdonough, GA and has over 3 years of experience in the finance industry.
Zwj Investment Counsel Inc.
Invesco Advisers, Inc.
|Edward Jones||St Louis, MO||Jun 2019 - Current||3|
|The Boeing Company||Forest Park, GA||Aug 2015 - Jun 2019||3|
|Dsc Logistics||Mcdonough, GA||Jan 2014 - Aug 2015||1|
|Carter's Inc.||Stockbridge, GA||Mar 2013 - Jan 2014||< 1|
|New Breed Logistics||Forest Park, GA||Sep 2006 - Feb 2013||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2019|
Total Assets Under Management654,235MILLIONS
Total Number of Accounts4,299,176ACCOUNTS
Average Account Value$152,177
- A percentage of assets under your management
- 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)
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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