Wahaj Sarwar
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.
- Edward JonesOct 2025 to now
- UnemployedJul 2025 to Oct 2025
- Empower Advisory Group, LLCApr 2025 to Jun 2025
- Empower Financial Services, IncApr 2025 to Jun 2025
- UnemployedSep 2024 to Apr 2025
- Bank of America, N.A.Jul 2020 to Aug 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2020 to Aug 2024
- Rockland TrustFeb 2020 to Apr 2020
- Hertz Rent a CarJan 2020 to Feb 2020
- Quicken LoansJul 2019 to Nov 2019
- Enterprise Rent a Car/ Clerac LLCMay 2017 to Jun 2019
- PNC BankOct 2016 to Dec 2016
- Shams IncAug 2012 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 6097571
- Firm CRD
- 250