Ryan 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:

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

Current Employers

Employment History

• 07/2013 → 02/2020
  Keybank/Key Investment Services
  Ashtabula, OH
• 02/2020 → Present
  Edward Jones
  St. Louis, MO

Previous Registrations

• 2018-05-22 → 2020-02-19
  Key Investment Services Llc
  Columbus, OH
  Geneva, OH
  Cleveland, OH
  Ashtabula, OH

Other Businesses

Rental Property Type: Rental Property Date: 01/01/16 Title: Owner Trad Hrs: 0 Tot Hrs: 0 Desc: We rent out our first home. Responsibilities are that of a property owner for repairs to the property if needed. City-State: Ashtabula OH *

Exams

• S66 Uniform Combined State Law Examination
  2018-05-22
• S63 Uniform Securities Agent State Law Examination
  2015-02-24

Other Names

• Ryan Wilson
• Ryan Scott Wilson