Best Investors Account Sign in

Olivia Jolene Wesorick

Edward Jones

St. Louis, MO

Grand Rapids, MI

CRD 6289164

Claim This Profile
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 2024-06-13
MI RA APPROVED 2024-06-06
MO RA APPROVED 2024-06-06
  • TX RA
    APPROVED
    Since 2024-06-13
  • MI RA
    APPROVED
    Since 2024-06-06
  • MO RA
    APPROVED
    Since 2024-06-06

Branch Locations

12555 Manchester Road, St. Louis, MO 63131 • United States

Grand Rapids, MI • 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 10/2022 Present
Edward Jones St. Louis MO 04/2020 10/2022
Edward Jones Grandville MI 01/2014 01/2020
Peckham, Inc. Grand Rapids MI 02/2020 04/2020
  • 10/2022 → Present
    Edward Jones
    St. Louis, MO
  • 04/2020 → 10/2022
    Edward Jones
    St. Louis, MO
  • 01/2014 → 01/2020
    Edward Jones
    Grandville, MI
  • 02/2020 → 04/2020
    Peckham, Inc.
    Grand Rapids, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-31
  • S66 Uniform Combined State Law Examination
    2024-05-31
Other Names
  • Olivia Jolene Figard
  • Olivia Jolene Dykman

View on SEC IAPD

Nearby Firms

UNIVERSAL FINANCIAL ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
VESTGEN ADVISORS, LLC

Nearby Investors

BRIAN CHRISTOPHER LOCK
WILLIAM BERNARD ALBAIR
Stephanie Louise Longanecker

Nearby Offices

UNIVERSAL FINANCIAL ADVISORS, LLC · ST. LOUIS, MO
EDWARD JONES · KIRKWOOD, MO
EDWARD JONES · KIRKWOOD, MO

More in St. Louis, MO

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor