William S Kaiser

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

• 08/2002 → Present
  Edward Jones
  St Louis, MO

Other Businesses

Z & K Enterprises, LLC Type of business: Real Estate Investment Floyds Knobs, IN Start date: 3/4/2002 Member Hours per week: 1 Hours during trading: 0 Real estate holding company. * KASH Enterprises, LLC Type of business: Real estate investment Floyds Knobs, IN Start date: 7/12/2021 Member Hours per week: 1 Hours during trading: 0 Member of a real estate holding LLC * Providence High School Type of business: Private High School Clarksville, IN Start date: 7/1/2024 Head Cross Country Coach Hours per week: 3 Hours during trading: 0 Coaching students in cross country, during the season for the months of Aug - Oct. * Providence High School Type of business: Private High School Clarksville, IN Start date: 2/1/2023 Assistant Track Coach Hours per week: 3 Hours during trading: 0 Coach distance runners for the track team during the season from Feb - May.

Exams

• S66 Uniform Combined State Law Examination
  2006-12-19
• S63 Uniform Securities Agent State Law Examination
  2002-01-04

Other Names

• William S. Kaiser