Adam
Wilson

Edward Jones

CRD#6285154
Investment Advisor
in Sparks, NV

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About this Advisor

Adam Wilson is a financial advisor operating out of Sparks, Nevada, who has been in the advisory business for 14 years. Wilson is an employee of Edward Jones. Over the course of their career, they have held roles at Edward Jones and Bank Of America. Wilson has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Nevada and Texas. Edward Jones is a business operating out of Sparks, Nevada. The company has offices in 14,439 locations and a total of 25,919 employees. It manages $423 billion in assets across its 3,336,586 customer accounts, making it one of the biggest firms in the country by assets under management. The firm serves 1,064 charities and foundations. Of its 3,336,586 client accounts, just 10% are held by high-net-worth investors who have greater than $1 million in assets. Edward Jones has a number of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors vary depending on which services the firm provides the client. However, fees billed by Edward Jones can be comprised of any blend of asset-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

14 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Disclosures

No

Office Location

3080 Vista Blvd Suite 116
Sparks, NV 89436

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Edward Jones Brokerage Details

Total Assets Under Management

$423,236,579,906

NV Average: $11,469,110,461
Total Number of Employees

25,919

NV Average: 458
Total Number of Accounts

3,336,586

NV Average: 33,415
Average Account Size

$126,847

NV Average: $343,232

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Adam Wilson Work History

Adam has 14 years of experience.

2014 - Present (7 years)

Edward Jones

2006 - 2014 (8 years)

Bank Of America

Disclosures

Adam Wilson has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Edward Jones

Marcelo Fallick
Houston, TX
Nicholas Horstman
Williamston, MI
Brian Webb
Madisonville, KY
Ryan Collins
Amery, WI
Danielle Patnode
Erie, CO
Nolan Jeter
Atlanta, GA
Meghan Casey
Milford, NJ
Donald Smith
Suffolk, VA

This content was compiled from the SEC and FINRA.

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