William Eubank

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

• 08/2017 → 05/2021
  First Citizens Bank
  Lynchburg, VA
• 07/2016 → 07/2017
  Sun Trust
  Lynchburg, VA
• 06/2021 → 08/2023
  Massmutual Life Insurance Company
  Lynchburg, VA
• 10/2022 → 07/2023
  Ty Mortgage
  Forest, VA
• 08/2023 → Present
  Edward Jones
  St Louis, MO

Previous Registrations

• 2022-03-21 → 2023-08-22
  Mml Investors Services, Llc
  Lynchburg, VA
  Lynchburg, VA

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-03-07
• S63 Uniform Securities Agent State Law Examination
  2019-02-28

Other Names

• William Alexander Eubank
• William Alexander Eubank