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Current Employers
&Partners

40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2023-09-22
TX RA APPROVED 2023-09-22
  • SC RA
    APPROVED
    Since 2023-09-22
  • TX RA
    APPROVED
    Since 2023-09-22

Branch Locations

40 Burton Hills Blvd. Suite 350, Nashville, TN 37215 • UNITED STATES

217 Dozier Blvd. Suite 204, Florence, SC 29501 • United States

40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward D. Jones & Co., L.P. Florence SC 09/1994 09/2023
&Partners Florence SC 09/2023 Present
  • 09/1994 → 09/2023
    Edward D. Jones & Co., L.P.
    Florence, SC
  • 09/2023 → Present
    Florence, SC
Previous Registrations
Other Businesses

Commercial Rental Property Florence, SC Start date: 10/10/1999 Owner Hours per week: 0 Hours during trading: 0 Maintain Property Wendell E Jones Jr LLC Type of business: Rental Property Florence, SC Start date: 10/10/1999 Owner Hours per week: 5 Hours during trading: 1 Maintain property ENSEMBLE WEALTH PLANNING LLC POSITION: Owner NATURE: Flow through LLC setup by FP Transitions to update business structure of our practice INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 50 START DATE: 01/01/2025 ADDRESS: 217 Dozier Blvd, Suiter 204 Florence SC 29501, United States DESCRIPTION: Flow through LLC to update business structure of our practice DEE DEE LAND TRUST POSITION: Vice Chairman NATURE: Land Conservation Org INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/18/2023 ADDRESS: Florence, SC, United States DESCRIPTION: Vice Chairman W & M JONES FAMILY HOLDINGS LLC POSITION: Owner NATURE: Rental Property/ Preferred Shares of AndPartners, has been converted to multi member family LLC with spouse and 3 children. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/10/1999 ADDRESS: Florence, SC, United States DESCRIPTION: Owner

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1995-02-09
  • S63 Uniform Securities Agent State Law Examination
    1995-02-09
Designations
Other Names
  • Wendell Jones

View on SEC IAPD

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