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Ward Baxter Ries

Edward Jones

Kingwood, WV

CRD 7740534

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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 2023-10-12
WV RA APPROVED 2023-10-11
  • TX RA
    APPROVED
    Since 2023-10-12
  • WV RA
    APPROVED
    Since 2023-10-11

Branch Locations

201 East Main Street, Kingwood, WV 26537 • 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
Student Kingwood WV 08/2013 12/2018
Aramark Edinboro PA 06/2021 01/2023
Student Edinboro PA 12/2022 06/2023
Edward Jones Kingwood WV 06/2023 12/2024
Unemployed Kingwood WV 01/2019 05/2021
Edward Jones St. Louis MO 12/2024 Present
  • 08/2013 → 12/2018
    Student
    Kingwood, WV
  • 06/2021 → 01/2023
    Aramark
    Edinboro, PA
  • 12/2022 → 06/2023
    Student
    Edinboro, PA
  • 06/2023 → 12/2024
    Edward Jones
    Kingwood, WV
  • 01/2019 → 05/2021
    Unemployed
    Kingwood, WV
  • 12/2024 → Present
    Edward Jones
    St. Louis, MO
Other Businesses

Pittsburgh Pro Bike and Run Morgantown, WV Start date: 4/28/2025 Hours per week: 0 Hours during trading: 0 Desc: No responsibilities

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-02
  • S66 Uniform Combined State Law Examination
    2023-10-02

View on SEC IAPD

Nearby Firms

OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
TRUIST ADVISORY SERVICES, INC.

Nearby Investors

Tarrell Leigh Ries
TIMOTHY DALE MATTHEW
JASON DAVID WALLS

Nearby Offices

OSAIC WEALTH, INC. · MORGANTOWN, WV
CETERA INVESTMENT ADVISERS LLC · OAKLAND, MD
TRUIST ADVISORY SERVICES, INC. · OAKLAND, MD

More in Kingwood, WV

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