Wilson Bryan Winn

Employer firm

Prospera Financial Services, Inc. CRD 10740

$12.4B regulatory AUM 14 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• 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

• 10/2012 → 02/2025
  Edward Jones
  St. Louis, MO
• 02/2025 → Present
  Prospera Financial Services Inc.
  Dallas, TX

Previous Registrations

• 2013-02-04 → 2025-02-17
  Edward Jones
  San Antonio, TX
  Spring Branch, TX
  Huntsville, TX
  St Louis, MO

Other Businesses

Crinn Properties LLC; Investment Related - No; 64 Heritage Oak Dr., Huntsville, TX 77320; Beach House Rental; Owner; 11/2022; 1 Hour Per Month; 1 During Market Hours; Partner of a Short Term Beach-House Rental

Exams

• S66 Uniform Combined State Law Examination
  2012-12-07