Christopher B Wiklund

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

• 03/2025 → Present
  Edward Jones
  St Louis, MO
• 10/2023 → 03/2025
  The Peters Group
  Needham, MA
• 08/2017 → 10/2023
  Living Independently Forever Inc
  Hyannis, MA
• 09/2015 → 08/2017
  Easter Seals Ma
  Boston, MA

Other Businesses

Taking People Places Type: Date: 10/01/18 Title: Treasurer Trad Hrs: 0 Tot Hrs: 0 Desc: Attending and participating in regular board meetings, supporting the onboarding of new members City-State: Plymouth MA

Exams

• S66 Uniform Combined State Law Examination
  2025-05-13

Other Names

• Christopher Brian Wiklund