William C Greeley

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

• 03/2020 → 06/2023
  Edward Jones
  St Louis, MO
• 01/2018 → 03/2020
  Retired/Self Employed
  Weston, CT
• 09/2016 → 02/2018
  Tmg
  Chicago, IL
• 06/2025 → Present
  Edward Jones
  St. Louis, MO
• 03/2024 → 06/2025
  Self-Employed
  New City, NY
• 06/2023 → 03/2024
  Walleye Capital
  Weston, CT
• 12/2015 → 09/2016
  Self-Employed
  Weston, CT

Previous Registrations

• 2020-07-01 → 2023-06-23
  Edward Jones
  Weston, CT
  St Louis, MO
  Weston, CT
  Ridgefield, CT

Exams

• S66 Uniform Combined State Law Examination
  2025-09-24
• S63 Uniform Securities Agent State Law Examination
  1992-04-29

Other Names

• William Charles Greeley