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Beau Wilson

Edward Jones

Ville Platte, LA

CRD 5646379

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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 2022-02-16
LA RA APPROVED 2021-12-13
  • TX RA
    APPROVED
    Since 2022-02-16
  • LA RA
    APPROVED
    Since 2021-12-13

Branch Locations

120 W Main St Suite 1, Ville Platte, LA 70586-4514 • 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 10/2021 Present
Cameron, A Schlumberger Company Ville Platte LA 09/2012 10/2016
Enquiro Lafayette LA 02/2017 04/2017
Louisiana Valve Source Youngsville LA 08/2018 10/2021
Town Of Washington Washington LA 01/2015 Present
Unemployed Washington LA 10/2016 02/2017
Dupre Carrier Godchaux Opelousas LA 08/2017 06/2018
  • 10/2021 → Present
    St Louis, MO
  • 09/2012 → 10/2016
    Cameron, A Schlumberger Company
    Ville Platte, LA
  • 02/2017 → 04/2017
    Enquiro
    Lafayette, LA
  • 08/2018 → 10/2021
    Louisiana Valve Source
    Youngsville, LA
  • 01/2015 → Present
    Town Of Washington
    Washington, LA
  • 10/2016 → 02/2017
    Unemployed
    Washington, LA
  • 08/2017 → 06/2018
    Dupre Carrier Godchaux
    Opelousas, LA
Other Businesses

Town Of Washington Type of business: Municipality Washington, LA Start date: 1/1/2015 Councilman District 1 Hours per week: 1 Hours during trading: 0 Desc: Attend Monthly Meetings Represent the people in my district

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-12-11
  • S66 Uniform Combined State Law Examination
    2021-12-11
Designations
  • Certified Financial Planner
Other Names
  • Beau Wilson
  • Beau M Wilson
  • Beau Mitchell Wilson

View on SEC IAPD

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