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Vincent Wallace

Edward Jones

St Louis, MO

CRD 5634906

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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
TX RA APPROVED_RES 2019-01-15
MO RA APPROVED 2013-12-09
  • TX RA
    APPROVED_RES
    Since 2019-01-15
  • MO RA
    APPROVED
    Since 2013-12-09

Branch Locations

5496 Baumgartner Road Suite 131, St Louis, MO 63129 • 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 12/2013 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-09-24
S63 Uniform Securities Agent State Law Examination 2009-05-28
  • S65 Uniform Investment Adviser Law Examination
    2012-09-24
  • S63 Uniform Securities Agent State Law Examination
    2009-05-28
Designations
  • Certified Financial Planner
Other Names
  • Vincent Ray Wallace

View on SEC IAPD

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Nearby Investors

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Gregory Rock Erekson
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Nearby Offices

EDWARD JONES · ST LOUIS, MO
EDWARD JONES · ST LOUIS, MO
DANA INVESTMENT ADVISORS INC · WEBSTER GROVES, MO

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