Wendy Whiffen Harper

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

• 12/2012 → 08/2018
  Raymond James Financial Services
  Plano, TX
• 12/2012 → 08/2018
  Raymond James Financial Services Advisors Inc.
  Plano, TX
• 12/2012 → 09/2017
  Legacy Bank
  Plano, TX
• 09/2017 → 08/2018
  Propsperity Bank
  Plano, TX
• 08/2018 → Present
  Edward Jones
  St.LOuis, MO

Previous Registrations

• 2012-12-19 → 2018-09-05
  Raymond James Financial Services Advisors, Inc
  Plano, TX
  Saint Petersburg, FL
  Plano, TX
  Plano, TX
• 2012-06-25 → 2012-08-17
  Usaa Financial Planning Services
  Dallas, TX
• 2011-05-20 → 2012-05-09
  Investment Professionals, Inc.
  San Antonio, TX
  Victoria, TX
• 2008-11-18 → 2011-05-24
  Edward Jones
  Victoria, TX
  Victoria, TX
  Goliad, TX
  St Louis, MO

Other Businesses

314 Sundown Trail Type of business: Real estate rental Tool, TX Start date: 8/4/2026 Owner Hours per week: 5 Hours during trading: 0 Overseeing the Airbnb rental of my home while I travel

Exams

• S66 Uniform Combined State Law Examination
  2008-10-30

Designations

• Certified Financial Planner

Other Names

• Wendy Susan Whiffen
• Wendy Susan Skinner
• Wendy Seale
• Wendy Whiffen Seale