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Ky D Willson

Investment adviser representative at Edward Jones
13 yearsExperience
1 stateRegistered in
$1TFirm assets
62 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

13 years in the industry.

  1. Edward JonesMar 2026 to now
  2. Houston-galveston Area CouncilDec 2023 to Mar 2026
  3. Leadership HoustonOct 2022 to Dec 2023
  4. City of HoustonSep 2019 to Sep 2022
  5. HomemakingApr 2019 to Sep 2019
  6. AmericanairlinesMay 2018 to Apr 2019
  7. Homemaking/unemploymentSep 2017 to Apr 2018
  8. St. Stephen's Episcopal School HoustonMar 2013 to Aug 2017

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 1 state (TX).

Edward Jones

Legal name: Edward D. Jones & Co., L.P.

$1TAssets managed
4,069,320Clients
24,099Advisers
62 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2748342
Firm CRD
250
Advisor's SEC record (opens in a new tab)
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