William B Henry

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

• 05/1997 → Present
  Edward D. Jones & Co., L.P.
  Coudersport, PA

Other Businesses

Rental Property Type of business: Commercial rental property Penn Yan, NY Start date: 10/23/2015 Owner Hours per week: 1 Hours during trading: 0 ownership and management of rental commercial real estate D&L Sunbiz Inc Type of business: property acquisition and resale Jacksonville, FL Start date: 4/24/2025 passive funding source Hours per week: 0 Hours during trading: 0 My spouse and son started this business purchasing and re-selling foreclosure real estate. Type: JKLM LLC Date: 01/31/20 Trad Hrs: 0 Tot Hrs: 0 Desc: No responsibilities City-State: Sewickley PA"

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-09-10

Designations

• Certified Financial Planner

Other Names

• William Bryan Henry