Vance Williams

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

• 11/2014 → 05/2017
  Mml Distributors Llc
  Boston, MA
• 01/2013 → 05/2017
  Massachusetts Mutual Life Insurance Company
  Springfield, MA
• 10/2017 → Present
  Edward Jones
  St Louis, MO
• 08/2016 → 12/2020
  Life Time Fitness
  Framingham, MA

Other Businesses

Life Time Fitness Type of business: Health Club Framingham, MA Start date: 10/5/2022 Swim Instructor Hours per week: 3 Hours during trading: 0 Swimming Instructor.

Exams

• S63 Uniform Securities Agent State Law Examination
  2001-02-23

Designations

• Chartered Financial Consultant

Other Names

• Vance Delano Williams