Best Investors Account Sign in

Wesley Matthew Prince

Edward Jones

Eau Claire, WI

CRD 7224193

Claim This Profile
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
WI RA APPROVED 2020-05-13
  • WI RA
    APPROVED
    Since 2020-05-13

Branch Locations

4069 Commonwealth Ave, Eau Claire, WI 54701-9000 • 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
Bloomer Machine & Fab, Inc. Bloomer WI 01/2013 01/2020
Edward Jones St Louis MO 02/2020 Present
Lazy Creek Farms Bloomer WI 12/2009 06/2017
  • 01/2013 → 01/2020
    Bloomer Machine & Fab, Inc.
    Bloomer, WI
  • 02/2020 → Present
    Edward Jones
    St Louis, MO
  • 12/2009 → 06/2017
    Lazy Creek Farms
    Bloomer, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-05-11
  • S66 Uniform Combined State Law Examination
    2020-05-11

View on SEC IAPD

More in Eau Claire, WI

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor