William R Trezise

CRD 5957016

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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

Authority	Category	Status	Date
AZ	RA	APPROVED	2022-10-21

AZ RA
APPROVED

Since 2022-10-21

Branch Locations

20 E State Route 89A Suite 101, Cottonwood, AZ 86326 • 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
Jpmorgan Chase Bank	Cottonwood	AZ	09/2010	06/2022
J.P. Morgan Securities Llc	Cottonwood	AZ	10/2012	Present
Edward Jones	St Louis	MO	07/2022	Present

09/2010 → 06/2022

Jpmorgan Chase Bank

Cottonwood, AZ
10/2012 → Present

J.P. Morgan Securities Llc

Cottonwood, AZ
07/2022 → Present

Edward Jones

St Louis, MO

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-10-17
S63	Uniform Securities Agent State Law Examination	2011-08-22

S66 Uniform Combined State Law Examination

2022-10-17
S63 Uniform Securities Agent State Law Examination

2011-08-22

Other Names

Will Trezise
Will Trezise

View on SEC IAPD

Nearby Firms

THRIVENT INVESTMENT MANAGEMENT INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

J.P. MORGAN SECURITIES LLC

Nearby Investors

ALAN DEAN NICKERSON

JESS MICHAEL REIMNITZ

Nearby Offices

EDWARD JONES · COTTONWOOD, AZ

THRIVENT INVESTMENT MANAGEMENT INC. · Cottonwood, AZ

STATE FARM INVESTMENT MANAGEMENT CORP. · Cottonwood, AZ

More in Cottonwood, AZ

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