William Bradley Wallace

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:

Current Employers

Edward Jones

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2019-01-14
AL	RA	APPROVED	2017-10-02

TX RA
APPROVED

Since 2019-01-14
AL RA
APPROVED

Since 2017-10-02

Branch Locations

Madison, AL • 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

Organization	City	State	From	To
Edward Jones	St Louis	MO	08/2017	Present
United States Marine Corps	Virginia Beach	VA	08/2005	10/2017

08/2017 → Present

Edward Jones

St Louis, MO
08/2005 → 10/2017

United States Marine Corps

Virginia Beach, VA

Other Businesses

Clear Creek Properties LLC Type of business: Real estate Hartselle, AL Start date: 6/1/2018 Co-Owner Hours per week: 0 Hours during trading: 0 Coordinate with co-owner and realtor/contractors to complete home purchases and rentals. Rogue & Regent, LLC Type of business: Retail Hartselle, AL Start date: 5/1/2025 Owner Hours per week: 0 Hours during trading: 0 Build social media, design products and website

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-09-30

S66 Uniform Combined State Law Examination

2017-09-30

Designations

Certified Financial Planner

View on SEC IAPD