Jeffrey WilsonCRD Number: 1382265
Current Firm: Edward Jones
Jeffrey Wilson (CRD# 1382265) is an Investment Advisor Representative working at Edward Jones in Wentzville, MO and has over 29 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Mml Investors Services, LLC
|Edward D. Jones & Company, LP||Boone, IA||Jan 1988 - Current||29|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1988|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- 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
- Selection of other advisers (including private fund managers)