Walter W Hartford

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

• 08/2018 → Present
  Edward Jones
  St Louis, MO
• 04/2018 → 07/2018
  Unemployed
  Ipswich, MA
• 12/2017 → 03/2018
  Clark Capital Management Group
  Philadelphia, PA
• 02/2017 → 12/2017
  Unemployed
  Ipswich, MA
• 06/2015 → 01/2017
  Ryan Labs Asset Management
  New York, NY

Other Businesses

Greater Beverly Chamber of Commerce Beverly, MA Start date: 2/25/2024 Board Member Hours per week: 0 Hours during trading: 0 Attend board meetings and other chamber events as a representative of the board. Serve on at least one subcommittee.*** Beverly Rotary (Rotary International) Beverly, MA Start date: 3/1/2021 Committee Member Hours per week: 0 Hours during trading: 0 Attend bi-annual meetings. General responsibilities.*** Two Grateful Friends Peabody, MA Start date: 9/9/2020 Vice President / Director Hours per week: 0 Hours during trading: 0 Attend board meetings. Help with activity strategies, volunteer at events.***

Exams

• S66 Uniform Combined State Law Examination
  2018-10-05

Designations

• Chartered Financial Analyst

Other Names

• Walter W Hartford
• Walter Wallis Hartford