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Devin Wertman

Edward Jones

Billings, MT

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Current Employers
Edward Jones

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-02-09
MT RA APPROVED 2022-08-23
  • TX RA
    APPROVED
    Since 2023-02-09
  • MT RA
    APPROVED
    Since 2022-08-23

Branch Locations

401 N 31St St Suite 710, Billings, MT 59101-1200 • 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 06/2022 Present
First Interstate Bank Billings MT 05/2019 05/2022
Chief Dull Knife College Lame Deer MT 09/2018 05/2019
United Tribes Technical College Bismarck ND 02/2017 10/2018
Anytime Fitness Bismarck ND 04/2016 12/2018
  • 06/2022 → Present
    Edward Jones
    St Louis, MO
  • 05/2019 → 05/2022
    First Interstate Bank
    Billings, MT
  • 09/2018 → 05/2019
    Chief Dull Knife College
    Lame Deer, MT
  • 02/2017 → 10/2018
    United Tribes Technical College
    Bismarck, ND
  • 04/2016 → 12/2018
    Anytime Fitness
    Bismarck, ND
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-08-22
  • S66 Uniform Combined State Law Examination
    2022-08-22
Other Names
  • Devin Lee Wertman

View on SEC IAPD

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AMERIPRISE FINANCIAL SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CWM, LLC
ALLIED INVESTMENT ADVISORS LLC
WELLS FARGO CLEARING SERVICES, LLC

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ROBERT CHARLES BECK
BRIAN STEPHEN LETHERT
Matthew Innecken Stroud
Hayley Ries
RONNA MARIE VOGES
CARSON DELMAR QUINNELL
NATHAN MICHAEL FISK
REED JOSEPH MCELYEA

Other Offices

LPL FINANCIAL LLC · BILLINGS, MT
U.S. BANCORP ADVISORS, LLC · Billings, MT
INVESTMENT MANAGEMENT GROUP · BILLINGS, MT
AMERIPRISE FINANCIAL SERVICES, LLC · BILLINGS, MT
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Billings, MT
AMERIPRISE FINANCIAL SERVICES, LLC · BILLINGS, MT
CWM, LLC · Billings, MT
EDWARD JONES · BILLINGS, MT

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