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Wyatt Wilson

Edward Jones

Oceanside, CA

CRD 7837601

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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
CA RA APPROVED 2025-10-01
TX RA APPROVED 2025-09-16
AZ RA APPROVED 2024-05-09
  • CA RA
    APPROVED
    Since 2025-10-01
  • TX RA
    APPROVED
    Since 2025-09-16
  • AZ RA
    APPROVED
    Since 2024-05-09

Branch Locations

3548 Seagate Way Suite 120, Oceanside, CA 92056-2675 • 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 12/2023 Present
Rancho Bernardo Inn Rancho Bernardo CA 01/2022 11/2023
Umami Japanese San Marcos CA 01/2020 02/2021
Vineyard Golf Course Escondido CA 08/2021 12/2021
Palomar Pizza San Marcos CA 12/2018 12/2019
Grand Canyon University Phoenix AZ 09/2018 01/2019
Goodman Electric San Marcos CA 08/2016 08/2018
Unemployment San Marcos CA 03/2021 08/2021
  • 12/2023 → Present
    Edward Jones
    St Louis, MO
  • 01/2022 → 11/2023
    Rancho Bernardo Inn
    Rancho Bernardo, CA
  • 01/2020 → 02/2021
    Umami Japanese
    San Marcos, CA
  • 08/2021 → 12/2021
    Vineyard Golf Course
    Escondido, CA
  • 12/2018 → 12/2019
    Palomar Pizza
    San Marcos, CA
  • 09/2018 → 01/2019
    Grand Canyon University
    Phoenix, AZ
  • 08/2016 → 08/2018
    Goodman Electric
    San Marcos, CA
  • 03/2021 → 08/2021
    Unemployment
    San Marcos, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-07
  • S66 Uniform Combined State Law Examination
    2024-05-07
Other Names
  • Wyattwilson Read Wilson
  • Wyatt Read Wilson

View on SEC IAPD

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