Latrell Wilson

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

• 03/2019 → Present
  Edward Jones
  St Louis, MO
• 11/2016 → 06/2017
  Apple
  Lexington, KY
• 02/2017 → 05/2017
  Enderle Besten Dieruf, Pllc
  Lexington, KY
• 05/2016 → 09/2016
  Big Ass Solutions
  Lexington, KY
• 09/2017 → 02/2019
  Tempur-Sealy
  Lexington, KY
• 08/2012 → 05/2017
  University Of Kentucky
  Lexington, KY

Exams

• S66 Uniform Combined State Law Examination
  2019-05-04

Designations

• Certified Financial Planner