Jack Willis

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

• 11/2018 → 03/2024
  Edward Jones
  St Louis, MO
• 01/2021 → 06/2022
  File Finders
  Glenwood Springs, CO
• 04/2013 → 01/2021
  Aspen Glen Club
  Carbondale, CO
• 12/2022 → 01/2023
  Ups
  Glenwood Springs, CO
• 09/2022 → 09/2022
  Six Productions
  Carbondale, CO
• 03/2024 → Present
  Edward Jones
  St Louis, MO

Other Businesses

File Finders LTD Type: Storage and shredding Date: 05/10/21 Title: Driver Trad Hrs: 24 Tot Hrs: 24 Desc: Pickup and delivery City-State: Glenwood Springs CO*** Aspen Glen Club Type: Food and Beverage Date: 11/24/18 Title: Server Trad Hrs: 0 Tot Hrs: 20 Desc: Food service. City-State: Carbondale CO

Exams

• S66 Uniform Combined State Law Examination
  2024-05-30

Other Names

• Jack Paulson Willis