William Francis Marzetta
Investment adviser representative at Edward Jones
11 yearsExperience
2 statesRegistered in
CFADesignation
$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 JonesMar 2026 to now
- Mgi Funds Distributors LLCApr 2022 to Mar 2026
- Mercer Investments LLCMar 2022 to Mar 2026
- Edward JonesMar 2020 to Mar 2022
- Los Alamos National LaboratorySep 2017 to Feb 2020
- Paul Comstock PartnersMar 2015 to Sep 2017
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2015
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (MO, 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
- 5231331
- Firm CRD
- 250