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Jeffrey L Wills

Edward Jones

Fond Du Lac, WI

CRD 6253641

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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_RES 2023-04-17
WI RA APPROVED 2014-02-03
  • TX RA
    APPROVED_RES
    Since 2023-04-17
  • WI RA
    APPROVED
    Since 2014-02-03

Branch Locations

649 Fond Du Lac Ave, Fond Du Lac, WI 54935-5441 • 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 10/2013 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-12-06
  • S66 Uniform Combined State Law Examination
    2013-12-06
Other Names
  • Jeffrey Lee Wills

View on SEC IAPD

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Nearby Investors

CARL HUGH RICKMEIER
CARL JOHN HELLEBERG
JOHN ARMAND WELSCH

Nearby Offices

RBC CAPITAL MARKETS, LLC · Fond Du Lac, WI
U.S. BANCORP ADVISORS, LLC · Fond du Lac, WI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Fond Du Lac, WI

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