Amy Lynn Williams

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2016 → Present
  Edward Jones
  St. Louis, MO

Previous Registrations

• 2004-02-23 → 2005-01-21
  Waddell & Reed
  Brookfield, WI
• 2005-01-20 → 2005-01-20
  Edward Jones
  Pewaukee, WI
  Pewaukee, WI

Exams

• S66 Uniform Combined State Law Examination
  2016-03-01

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Amy Lynn Blank