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Bill Wysor

Edward Jones

Kernersville, NC

CRD 6461800

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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
NC RA APPROVED 2020-12-14
  • NC RA
    APPROVED
    Since 2020-12-14

Branch Locations

109-B East Mountain Street, Kernersville, NC 27284-2928 • 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
Wells Fargo Clearing Services, Llc Winston-Salem NC 10/2015 12/2020
Edward Jones St. Louis MO 12/2020 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-12-28
S63 Uniform Securities Agent State Law Examination 2015-05-22
  • S65 Uniform Investment Adviser Law Examination
    2015-12-28
  • S63 Uniform Securities Agent State Law Examination
    2015-05-22
Other Names
  • Billy Keith Wysor

View on SEC IAPD

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