Walter Winston Lother
Investment adviser representative at Edward Jones
15 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
15 years in the industry.
- Edward JonesMar 2023 to now
- Citizens Securities Inc.Jun 2022 to Mar 2023
- LPL Financial LLCMay 2022 to Jun 2022
- Vermont State EcuJan 2018 to Jun 2022
- Cuna Brokerage Services, Inc.Dec 2017 to Jun 2022
- Edward JonesFeb 2011 to Dec 2017
Designations
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 2 states (TX, VT).
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
- 5887737
- Firm CRD
- 250