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Wesley Alan Oliver

Edward Jones

Heath, TX

CRD 5737002

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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 2010-01-19
  • TX RA
    APPROVED
    Since 2010-01-19

Branch Locations

4232 Ridge Road Suite 102, Heath, TX 75032-7641 • 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 11/2009 Present
Other Businesses

WJ Oliver Management Type of business: Property/Real estate Management Rockwall, TX Start date: 7/15/2009 Owner Hours per week: 0 Hours during trading: 0 Desc: (wife) 51% owner of partnership started as a consultant with Scout and Cellar. I am not listed on the business however the business is held under the partnership.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-01-15
  • S66 Uniform Combined State Law Examination
    2010-01-15
Other Names
  • Wesley Olivwer

View on SEC IAPD

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