Max WilsonCRD Number: 7485892
Current Firm: Edward Jones
Max Wilson (CRD# 7485892) is an Investment Advisor Representative working at Edward Jones in Parsons, KS and has 1 year of experience in the finance industry.
Lpl Financial LLC
|Edward Jones||St Louis, MO||Jan 2022 - Current||1|
|Jay Hatfield Chrysler Dodge Jeep Ram||Frontenac, KS||Jul 2019 - Jan 2022||2|
|Pittsburg State University||Pittsburg, KS||Jan 2018 - May 2021||3|
|Lucky-but Lawn Care||Pittsburg, KS||May 2019 - Sep 2019||< 1|
|Wilson Builders||Pittsburg, KS||Jun 2014 - Aug 2018||4|
|Unemployed||Pittsburg, KS||Jan 2011 - May 2014||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2022|
Total Assets Under Management593,127MILLIONS
Total Number of Accounts4,558,331ACCOUNTS
Average Account Value$130,119
- 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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