Justin WillisCRD 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.
Ubs Financial Services Inc.
Visionary Horizons, LLC
|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|
Total Assets Under Management519,780MILLIONS
Total Number of Accounts3,701,715ACCOUNTS
Average Account Value$140,416
- 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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