Toby Steven Willis

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

• 08/2017 → 01/2018
  Edward Jones
  Port Allen, LA
• 08/2016 → 08/2017
  Iberville Parish School Board
  Plaquemine, LA
• 01/2018 → Present
  Edward Jones
  St Louis, MO

Other Businesses

AB Coaching & Consulting LLC Type of business: Limited Liability Company Greenwell Springs, LA Start date: 11/18/2025 manager/member Hours per week: 5 Hours during trading: 0 Manage the 11U softball Team and season logistics.

Exams

• S66 Uniform Combined State Law Examination
  2018-03-29

Designations

• Certified Financial Planner