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William Robert Beauchene

Edward Jones

Waukesha, WI

CRD 7248911

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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
TX RA APPROVED 2022-02-02
WI RA APPROVED 2020-09-10
  • TX RA
    APPROVED
    Since 2022-02-02
  • WI RA
    APPROVED
    Since 2020-09-10

Branch Locations

N16 W23217 Stone Ridge Drive Suite 220, Waukesha, WI 53188 • 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
Edward Jones St Louis MO 05/2020 Present
City Of Milwaukee Police Department Milwaukee WI 04/1995 04/2020
United States Air Force/Air Force Reserves Multiple - Currently In Minneapolis MN 12/1988 Present
  • 05/2020 → Present
    St Louis, MO
  • 04/1995 → 04/2020
    City Of Milwaukee Police Department
    Milwaukee, WI
  • 12/1988 → Present
    United States Air Force/Air Force Reserves
    Multiple - Currently In Minneapolis, MN
Other Businesses

United States Air Force Reserves Type of business: Military Minneapolis, MN Start date: 12/14/1988 Lieutenant Colonel/Deputy Com. Hours per week: 4 Hours during trading: 0 Air Force Reserves serving as a deputy mission support group commander.I provide leadership and guidance over several airmen and programs including training. U.S. Air Force Type of business: Military Colorado Springs, CO Start date: 12/14/1988 Lieutenant Colonel Hours per week: 60 Hours during trading: 30 Deputy Branch Chief and targeting officer. Responsible for planning and executing target specific objectives in the joint fires section of NORTHCOM/NORAD

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-09-09
  • S66 Uniform Combined State Law Examination
    2020-09-09

View on SEC IAPD

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