Wesley Dale Schumm

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

• 04/2014 → Present
  Edward Jones
  St Louis, MO

Other Businesses

Rome Grade School District Dix, IL Start date: 5/21/2015 Vice President Hours per week: 0 Hours during trading: 0 Formulating, adopting and modifying Board of Education policies, employing of personnel, approving budgets, tax levies, expenditures, etc., and evaluating educational programs and all other board responsibilities. Rend Lake College Foundation Finance Committee Ina, IL Start date: 9/28/2023 Committee member Hours per week: 0 Hours during trading: 0 Review budget, approve spending

Exams

• S66 Uniform Combined State Law Examination
  2014-07-21
• S63 Uniform Securities Agent State Law Examination
  2011-02-24

Other Names

• Wesley Schumm