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Casey Willett

Edward Jones

Conyers, GA

CRD 8150292

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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
GA RA APPROVED 2026-02-05
  • GA RA
    APPROVED
    Since 2026-02-05

Branch Locations

2135 Eastview Parkway Suite 200, Conyers, GA 30013 • 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 09/2025 Present
Boehriner Ingelheim Vetmedica Inc Duluth GA 01/2018 08/2025
Rsvp Prom And Pageant Johns Creek GA 02/2017 12/2018
Marker 7 Athens GA 07/2015 02/2017
  • 09/2025 → Present
    St. Louis, MO
  • 01/2018 → 08/2025
    Boehriner Ingelheim Vetmedica Inc
    Duluth, GA
  • 02/2017 → 12/2018
    Rsvp Prom And Pageant
    Johns Creek, GA
  • 07/2015 → 02/2017
    Marker 7
    Athens, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-01-30
  • S66 Uniform Combined State Law Examination
    2026-01-30

View on SEC IAPD

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