William Xavier Randall
Investment adviser representative at Edward Jones
11 yearsExperience
2 statesRegistered in
ChFC®Designation
$1TFirm assets
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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
11 years in the industry.
- Edward JonesDec 2023 to now
- Allstate Insurance CompanyMar 2023 to Nov 2023
- Family First LifeNov 2021 to Mar 2023
- Supreme Alliance LLCJan 2020 to Oct 2021
- UberJan 2017 to Nov 2023
- Sutherland IncApr 2015 to Sep 2021
- Securities America Advisors, Inc.Jan 2012 to Jan 2020
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
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
- 4750123
- Firm CRD
- 250