Leah Willis, financial advisor Shawnee OK

Leah Willis

CRD Number: 7119774
Current Firm: Edward Jones

Leah Willis (CRD# 7119774) is an Investment Advisor Representative working at Edward Jones in Shawnee, OK and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Jun 2019 - Current 3
Senegence International Inc. Foothill Ranch, CA Jun 2017 - Jun 2019 2
Devon Energy Company Oklahoma City, OK Sep 2014 - May 2019 4
Cimarex Energy Company Tulsa, OK Aug 2011 - Sep 2014 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2019
Contact Info for Leah L. Willis
Phone Number: 314-515-2000
Registered State(s):
  • OK
  • TX
By the Numbers
  • Total Assets Under Management
    654,235
    MILLIONS
  • Total Number of Accounts
    4,299,176
    ACCOUNTS
  • Average Account Value
    $152,177
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
  • Pension consulting services
  • 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, WY

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