William Best Boughton

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

• 06/1998 → Present
  Edward D. Jones & Co., L.P.
  Weaverville, NC

Other Businesses

Helping At Risk Kids (HARK) Asheville, NC Start date: 1/1/2021 Board Member Hours per week: 0 Hours during trading: 0 General board member responsibilities for a non-profit organization that serves abused and neglected children, many of whom are identified through the Guardians ad Litem. We provide basic needs as well those extras that normalize a child's life and build confidence and self-esteem. Weaverville Business Association Weaverville, NC Start date: 9/1/2017 President Hours per week: 0 Hours during trading: 0 Serve President and board member of a local non-profit business association. Wolf Ridges Property Owners Association Mars Hill, NC Start date: 9/1/2009 Vice President Hours per week: 0 Hours during trading: 0 Serve as Vice President of Property Owners Association

Exams

• S66 Uniform Combined State Law Examination
  2007-01-26
• S63 Uniform Securities Agent State Law Examination
  1998-09-03

Designations

• Chartered Financial Consultant

Other Names

• Bill Boughton