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Willy Thomas Shelton

Edward Jones

Wasilla, AK

CRD 5926855

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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

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2018-12-17
AK RA APPROVED 2011-09-26
  • TX RA
    APPROVED_RES
    Since 2018-12-17
  • AK RA
    APPROVED
    Since 2011-09-26

Branch Locations

645 N Jessica Brooke Circle Suite B, Wasilla, AK 99654 • 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
Matanuska Susitna Borough School District Wasilla AK 07/2003 Present
Wasilla Bible Church Wasilla AK 08/2010 Present
Edward Jones St Louis MO 06/2011 Present
  • 07/2003 → Present
    Matanuska Susitna Borough School District
    Wasilla, AK
  • 08/2010 → Present
    Wasilla Bible Church
    Wasilla, AK
  • 06/2011 → Present
    Edward Jones
    St Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-07-29
  • S66 Uniform Combined State Law Examination
    2011-07-29
Other Names
  • Willy Thomas Shelton

View on SEC IAPD

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