John David Wheat

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

• 05/1986 → Present
  Edward D. Jones & Co., L.P.
  Mineral Wells, TX

Other Businesses

Commercial property Type of business: investment property mineral wells, TX Start date: 1/1/1992 owner Hours per week: 0 Hours during trading: 0 Desc: General Maintenance pay bills

Exams

• S66 Uniform Combined State Law Examination
  2008-12-16
• S63 Uniform Securities Agent State Law Examination
  1986-10-30

Other Names

• John David Wheat