Wyatt Alan Zier

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

• 05/2019 → Present
  Edward Jones
  St Louis, MO
• 01/2015 → 10/2018
  School
  Phoenix, AZ
• 11/2017 → 05/2019
  Zyra Talk
  Phoenix, AZ
• 03/2018 → 05/2018
  Aloniu
  Phoenix, AZ
• 04/2017 → 07/2018
  Jump 360
  Edmonton, Alberta

Other Businesses

Shoreline Home LLC Type of business: Rental Property Liberty Lake, WA Start date: 5/31/2026 Owner Hours per week: 10 Hours during trading: 50 This is a rental property so I own and operate it along with my property management company.

Exams

• S66 Uniform Combined State Law Examination
  2019-08-22