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William Jones

Edward Jones

Seneca, SC

CRD 7189534

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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:

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2024-01-22
TX RA APPROVED_RES 2022-12-15
  • SC RA
    APPROVED
    Since 2024-01-22
  • TX RA
    APPROVED_RES
    Since 2022-12-15

Branch Locations

111 Carpenter Drive, Seneca, SC 29672 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 11/2019 Present
Borg Warner Seneca SC 03/2004 11/2019
  • 11/2019 → Present
    Edward Jones
    St Louis, MO
  • 03/2004 → 11/2019
    Borg Warner
    Seneca, SC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-01-07
  • S66 Uniform Combined State Law Examination
    2020-01-07
Designations
  • Certified Financial Planner

View on SEC IAPD

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Nearby Investors

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Nearby Offices

IQ CAPITAL STRATEGY LLC · SENECA, SC
OSAIC ADVISORY SERVICES, LLC · Seneca, SC
WELLS FARGO CLEARING SERVICES, LLC · SENECA, SC

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