Nickolas Jerrod Wilson

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:

Current Employers

Edward Jones

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2018-12-18
KS	RA	APPROVED	2010-05-07

TX RA
APPROVED_RES

Since 2018-12-18
KS RA
APPROVED

Since 2010-05-07

Branch Locations

6901 Shawnee Mission Pkwy Ste 115, Overland Park, KS 66202 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

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

Employment History

Organization	City	State	From	To
Various Insurance Carriers For W&R Insurance Agency	Overland Park	KS	10/2008	Present

10/2008 → Present

Various Insurance Carriers For W&R Insurance Agency

Overland Park, KS

Previous Registrations

2008-09-12 → 2010-05-13

Waddell & Reed

Kansas City, MO

Shawnee, KS

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2008-09-11

S66 Uniform Combined State Law Examination

2008-09-11

Designations

Certified Financial Planner

View on SEC IAPD

Employer firm

Current Employers

Edward Jones

Disclosures

Employment History

Previous Registrations

Exams

Designations

Nearby Firms

Nearby Investors

Nearby Offices

Reviews