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Wesley Osbourn

Edward Jones

Charlotte, NC

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Current Employers
Edward Jones

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2023-03-24
  • NC RA
    APPROVED
    Since 2023-03-24

Branch Locations

10715 Sikes Pl Suite 110, Charlotte, NC 28277-8210 • 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
OrganizationCityStateFromTo
Tiaa Charlotte NC 11/2014 09/2020
Fidelity Investments Charlotte NC 09/2020 03/2023
Edward Jones St Louis MO 03/2023 Present
  • 11/2014 → 09/2020
    Tiaa
    Charlotte, NC
  • 09/2020 → 03/2023
    Fidelity Investments
    Charlotte, NC
  • 03/2023 → Present
    Edward Jones
    St Louis, MO
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-02-19
S63 Uniform Securities Agent State Law Examination 2013-04-09
  • S65 Uniform Investment Adviser Law Examination
    2015-02-19
  • S63 Uniform Securities Agent State Law Examination
    2013-04-09
Designations
Other Names
  • Wesley M. Osbourn
  • Wes Osbourn
  • Wesley Michael Osbourn
  • Wesley Osbourn

View on SEC IAPD

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