William Spencer Hart

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

• 10/2009 → Present
  Edward Jones
  St. Louis, MO

Other Businesses

Blue Mountain Investments LTD Type of business: Family ranch Kerrville, TX Start date: 5/2/2005 Limited Partner Hours per week: 0 Hours during trading: 0 No day-to-day responsibilities as my capacity is a limited partner.

Exams

• S66 Uniform Combined State Law Examination
  2009-11-25

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Bill Spencer Hart
• William Hart