William Lee Sampson

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

• 09/2014 → Present
  Edward Jones
  St Louis, MO

Other Businesses

Lewis Central Varsity Assistant tennis coach Type of business: High School athletics Council Bluffs, IA Start date: 3/14/2022 Volunteer Coach Hours per week: 10 Hours during trading: 2 Serve as a leader in the community through promoting competition, skill development and personal growth of high school athletes. The season runs March through mid May. * Airbnb Type of business: Short Term Rental Host Provo, UT Start date: 2/13/2023 Host Hours per week: 1 Hours during trading: 0 Responding to potential guests, maintaining property. * Henderson County Sheriff's Office Type of business: Law Enforcement Hendersonville, NC Start date: 4/1/2023 Volunteer in Partnership Hours per week: 4 Hours during trading: 0 Screening, fingerprints, funeral escort, mobile watch, traffic control, Meals on Wheels * Bounty of Bethlehem Type of business: non profit Horse Shoe, NC Start date: 1/2/2024 Board Member Hours per week: 1 Hours during trading: 0 Organizing the annual Christmas dinner through food donations throughout the year. * Texas Tech University, School of Financial Planning Type of business: Educational Lubbock, TX Start date: 4/1/2025 Ambassador Hours per week: 0 Hours during trading: 0 Share resources and encourage those around you to improve their own financial health and wellness.

Exams

• S66 Uniform Combined State Law Examination
  2014-11-07

Designations

• Certified Financial Planner

Other Names

• Bill Lee Sampson
• William Lee Sampson