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Todd Clifford Wilson

Edward Jones

Adrian, MI

CRD 1979317

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2019-01-14
MI RA APPROVED 2010-09-03
  • TX RA
    APPROVED_RES
    Since 2019-01-14
  • MI RA
    APPROVED
    Since 2010-09-03

Branch Locations

4490 W Maumee St, Adrian, MI 49221 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward D. Jones & Co., L.P. Adrian MI 10/1996 Present
  • 10/1996 → Present
    Edward D. Jones & Co., L.P.
    Adrian, MI
Other Businesses

The Wilson Group LLC Type of business: Real estate rental LLC Adrian, MI Start date: 11/20/2021 Owner Hours per week: 1 Hours during trading: 0 Formed LLC to hold commercial office.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-12-08
S63 Uniform Securities Agent State Law Examination 1989-09-15
  • S66 Uniform Combined State Law Examination
    2009-12-08
  • S63 Uniform Securities Agent State Law Examination
    1989-09-15
Designations
  • Certified Financial Planner
Other Names
  • Todd Clifford Wilson

View on SEC IAPD

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