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Craig Michael Wilson

Edward Jones

Plymouth, IN

CRD 5672512

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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 2022-09-28
IN RA APPROVED 2010-01-11
  • TX RA
    APPROVED
    Since 2022-09-28
  • IN RA
    APPROVED
    Since 2010-01-11

Branch Locations

111 N Michigan St, Plymouth, IN 46563 • 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 Jones St Louis MO 05/2009 Present
Other Businesses

Crossroads Evangelical Free Church Plymouth, IN Start date: 9/1/2017 Elder board Hours per week: 0 Hours during trading: 0 Desc: I volunteer as an Elder board member for the church. Overseeing the operations and providing direction, decision making, and discipleship. I am the lead elder for 2026 and am listed as an authorized signer for the upcoming year.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-07-31
  • S66 Uniform Combined State Law Examination
    2009-07-31
Designations
  • Certified Financial Planner
Other Names
  • Craig M Wilson
  • Craig M Wilson
  • Craig M Wilson

View on SEC IAPD

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