William Jonathan Helvey

Claim This Profile

Current Employers

Edward Jones

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2019-08-20

TX RA
APPROVED

Since 2019-08-20

Branch Locations

405 Live Oak St, Canton, TX 75103-3341 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Edward Jones	St Louis	MO	06/2019	Present
Direct Rehabmed	Tyler	TX	05/2008	05/2019

06/2019 → Present

Edward Jones

St Louis, MO
05/2008 → 05/2019

Direct Rehabmed

Tyler, TX

Previous Registrations

2005-08-08 → 2008-05-06

Chase Investment Services Corp.

Tyler, TX

Chicago, IL
2004-03-31 → 2005-04-25

Pruco Securities, Llc.

Tyler, TX

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-08-17

S66 Uniform Combined State Law Examination

2019-08-17

Other Names

Jonathan Helvey
William J Helvey

View on SEC IAPD

Other Firms

DOMINION PORTFOLIO MANAGEMENT, INC.

LPL FINANCIAL LLC

PFS INVESTMENTS INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

BISON WEALTH, LLC

DEAN WEALTH MANAGEMENT, LLC

Other Investors

LAUREN HESTER JASON

Cloise Benjamin Hendley

Rebecca Pauline Thompson

JAMAEL DAMON HARRIS

Hunter W Greene

Barry D Sartain

Zachary Davis Pruitt

Other Offices

DOMINION PORTFOLIO MANAGEMENT, INC. · CANTON, TX

LPL FINANCIAL LLC · CANTON, TX

EDWARD JONES · Wills Point, TX

PFS INVESTMENTS INC. · WILLS POINT, TX

EDWARD JONES · MABANK, TX

EDWARD JONES · GUN BARREL CITY, TX

STATE FARM INVESTMENT MANAGEMENT CORP. · Gun Barrel Cy, TX

EDWARD JONES · EMORY, TX

More in Canton, TX

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor