Willy Shelton, financial advisor Wasilla AK
90 score

Willy Shelton

CRD Number: 5926855
Current Firm: Edward Jones

Willy Shelton (CRD# 5926855) is an Investment Advisor Representative working at Edward Jones in Wasilla, AK and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Jun 2011 - Current 5
Wasilla Bible Church Wasilla, AK Aug 2010 - Current 6
Matanuska Susitna Borough School District Wasilla, AK Jul 2003 - Current 13
Outdoor Decor Palmer, AK May 2008 - Aug 2010 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2011
Contact Info for Willy T. Shelton
Phone Number: 314-515-2000
Registered State(s):
  • AK
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
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
  • 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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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