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Natalie Williams

Edward Jones

Chico, CA

CRD 6179060

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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
CA RA APPROVED 2018-10-05
  • CA RA
    APPROVED
    Since 2018-10-05

Branch Locations

1990 Belgium Ave Suite 106, Chico, CA 95928-0000 • 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
Wells Fargo Bank Na Chico CA 10/2016 08/2018
Wells Fargo Clearing Services Llc Chico CA 08/2017 08/2018
Redding Bank Of Commerce Redding CA 07/2016 10/2016
Edward Jones St.LOuis MO 08/2018 Present
  • 10/2016 → 08/2018
    Wells Fargo Bank Na
    Chico, CA
  • 08/2017 → 08/2018
    Wells Fargo Clearing Services Llc
    Chico, CA
  • 07/2016 → 10/2016
    Redding Bank Of Commerce
    Redding, CA
  • 08/2018 → Present
    Edward Jones
    St.LOuis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-10-04
S63 Uniform Securities Agent State Law Examination 2017-11-13
  • S66 Uniform Combined State Law Examination
    2018-10-04
  • S63 Uniform Securities Agent State Law Examination
    2017-11-13
Designations
  • Certified Financial Planner
Other Names
  • Natalie Quiroz

View on SEC IAPD

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