Wendy Taylor

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

• 12/2014 → Present
  Edward Jones
  St. Louis, MO

Other Businesses

Land Contract Brighton, MI Start date: 1/1/2010 Beneficial Owner Hours per week: 0 Hours during trading: 0 None. This property is a property my husband owned prior to our marriage. He is under land contract with the current tenant; however, payments are deposited into our joint account. (Note, start date of contract is approximate) Land contract for 127 Fonroe St, Brighton MI Type of business: Land Contract Beneficial Owner Brighton, MI Start date: 12/1/2017 N/A Hours per week: 0 Hours during trading: 0 None. He is under land contract with the current tenant; however, payments are deposited into our joint account.

Exams

• S66 Uniform Combined State Law Examination
  2023-12-11

Other Names

• Wendy Simmons
• Wendy Thompson
• Wendy Cooper