William Gregory Dana
Investment adviser representative at Edward Jones
13 yearsExperience
2 statesRegistered 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.
- Edward JonesApr 2025 to now
- Associate StaffingOct 2024 to Mar 2025
- LPL Financial LLCOct 2024 to Mar 2025
- Infinite Wealth Advisors LLCSep 2022 to Oct 2024
- W&s Brokerage Services, Inc.Sep 2018 to Sep 2022
- Western & Southern LifeAug 2018 to Sep 2022
- UnemployedJun 2018 to Aug 2018
- LPL Financial LLCJun 2017 to Jun 2018
- Sagepoint FinancialSep 2013 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (AZ, NC).
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
- 2800445
- Firm CRD
- 250