Joel WinbiglerCRD Number: 7096744
Current Firm: Edward Jones
Joel Winbigler (CRD# 7096744) is an Investment Advisor Representative working at Edward Jones in Midlothian, VA and has over 3 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Frontier Financial Partners, LLC
Davenport & Company LLC
|Edward Jones||St Louis, MO||Apr 2019 - Current||3|
|United States Navy Reserve||Norfolk, VA||Jun 2013 - Current||9|
|Bank Of America||Richmond, VA||Jun 2013 - Dec 2018||5|
|United States Navy||Richmond, VA||May 2010 - May 2013||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 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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