Austin Wegener

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

• 05/2022 → Present
  Edward Jones
  St. Louis, MO
• 05/2021 → 05/2022
  Premier Roofing Company
  Oklahoma City, OK
• 03/2021 → 05/2021
  Premier Roofing Company
  Oklahoma City, OK
• 03/2019 → 03/2021
  Xoikos Interactive Business Systems
  Edmond, OK
• 03/2018 → 03/2019
  Starbucks
  Edmond, OK
• 04/2017 → 03/2018
  Vintage Stock
  Edmond, OK
• 01/2017 → 04/2017
  Student
  Edmond, OK
• 01/2016 → 12/2016
  Rocky Mountain Chocolate Factory
  Stillwater, OK

Exams

• S66 Uniform Combined State Law Examination
  2023-12-18

Other Names

• Austin James Wegener