William Macknight Pomeroy

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

• 05/2013 → 02/2024
  Oppenheimer & Co Inc
  Ashville, NC
• 02/2024 → Present
  Edward Jones
  St Louis, MO

Previous Registrations

• 2012-05-08 → 2024-02-16
  Oppenheimer & Co. Inc.
  Asheville, NC
• 2008-01-01 → 2012-05-07
  Wells Fargo Clearing Services, Llc
  Asheville, NC
• 2004-04-02 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Asheville, NC
  St. Louis, MO

Other Businesses

Irrevocable Trusts Type: Trust Investment account Date: 05/04/06 Title: Trustee Trad Hrs: 0 Tot Hrs: 1 Desc: Manage 5 Trust that were left to my children and nieces and nephew City-State: Asheville NC * Dewberry Lane Properties LLC Type of business: Vacation Home Hilton Head, SC Start date: 8/1/2025 Registered Agent Hours per week: 0 Hours during trading: 0 Simply acting as a registered agent for LLC

Exams

• S66 Uniform Combined State Law Examination
  2004-04-01
• S63 Uniform Securities Agent State Law Examination
  1983-08-29

Other Names

• Bill Pomeroy