Adam Epperson

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

• 04/2023 → Present
  Edward Jones
  St. Louis, MO
• 01/2002 → 05/2022
  Wells Fargo Bank
  Tacoma, WA
• 05/2022 → 04/2023
  Unemployed
  Tacoma, WA

Other Businesses

"rental - self Type of business: short term rental Sisters, OR Start date: 10/1/2020 owner Hours per week: 0 Hours during trading: 0 Desc: Owner of short term rental and manage property. Additional owners are sister-in-law, brother-in-law and my wife." "rental - self Type of business: rental house Tacoma, WA Start date: 9/24/2007 owner Hours per week: 0 Hours during trading: 0 Desc: Owner of property and maintain the property."

Exams

• S66 Uniform Combined State Law Examination
  2023-05-30