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Wesley Taylor Wilson

Edward Jones

Lexington, KY

CRD 6942003

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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

AuthorityCategoryStatusDate
TX RA APPROVED 2019-01-14
KY RA APPROVED 2018-06-29
  • TX RA
    APPROVED
    Since 2019-01-14
  • KY RA
    APPROVED
    Since 2018-06-29

Branch Locations

1755 Hatter Ln, Lexington, KY 40511 • 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 04/2018 Present
Wildcat Liquor Lexington KY 11/2016 02/2017
New York Yankees Tampa FL 06/2011 11/2017
Unemployed Lexington KY 11/2017 04/2018
  • 04/2018 → Present
    St Louis, MO
  • 11/2016 → 02/2017
    Wildcat Liquor
    Lexington, KY
  • 06/2011 → 11/2017
    New York Yankees
    Tampa, FL
  • 11/2017 → 04/2018
    Unemployed
    Lexington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-06-28
  • S66 Uniform Combined State Law Examination
    2018-06-28

View on SEC IAPD

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