Tara Hockett Wiswall

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2012 → 09/2018
  Baker Boyer National Bank
  Kennewick, WA
• 07/2012 → 09/2018
  Cetera Investment Services Llc
  St. Cloud, MN
• 01/2014 → 09/2018
  Cetera Investment Advisers Llc
  Kennewick, WA
• 09/2018 → Present
  Edward Jones
  St.LOuis, MO

Previous Registrations

• 2014-01-21 → 2018-09-04
  Cetera Investment Advisers Llc
  Kennewick, WA
• 2013-01-07 → 2014-01-21
  Cetera Investment Services Llc
  Kennewick, WA
  Yakima, WA
  Walla Walla, WA

Exams

• S66 Uniform Combined State Law Examination
  2013-01-04

Designations

• Certified Financial Planner

Other Names

• Tara Diane Hockett
• Tara Hockett Wiswall
• Tara Wiswall