Justin Willis, financial advisor Oak Ridge TN

Justin Willis

CRD Number: 6644603
Current Firm: Edward Jones

Justin Willis (CRD# 6644603) is an Investment Advisor Representative working at Edward Jones in Oak Ridge, TN 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 Nov 2018 - Current 2
Mwa Financial Services Inc. Rock Island, IL May 2017 - Nov 2018 1
Modern Woodmen Of America Rock Island, IL Apr 2017 - Nov 2018 1
Knox County Schools Knoxville, TN Nov 2017 - May 2018 < 1
Mutual Of Omaha Investor Services Knoxville, TN Feb 2017 - Apr 2017 < 1
Mutual Of Omaha Insurance Company Knoxville, TN Dec 2016 - Apr 2017 < 1
Unemployed Knoxville, TN Sep 2016 - Dec 2016 < 1
Edward Jones St Louis, MO May 2016 - Sep 2016 < 1
East Tennessee State University Johnson City, TN Aug 2010 - May 2016 5
Lowe's Home Centers Johnson City, TN Oct 2014 - Jan 2016 1
Lowe's Home Centers Jonesborough, TN May 2014 - Oct 2014 < 1
Lowe's Home Centers Jonesborough, TN May 2013 - May 2014 1
Dick's Sporting Goods Knoxville, TN Jun 2013 - Dec 2013 < 1
Cleveland State Community College Cleveland, TN Aug 2012 - May 2013 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2017
S66 NASAA Uniform Combined State Law Examination Sep 2018
Contact Info for Justin R. Willis
Phone Number: 314-515-2000
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    519,780
    MILLIONS
  • Total Number of Accounts
    3,701,715
    ACCOUNTS
  • Average Account Value
    $140,416
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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