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 28 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)
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