Terrell Wilson
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 JonesJan 2023 to now
- American United LifeJan 2021 to Jan 2023
- Oneamerica SecuritiesJan 2021 to Jan 2023
- Bank Financial, Na/thg FinancialApr 2017 to Oct 2022
- Cetera Investment Advisers LLCApr 2017 to Jan 2019
- MassmutualJul 2016 to Mar 2017
- Terrell Wilson MinistriesJan 2015 to Oct 2022
Designations
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 2 states (IL, 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
- 6212045
- Firm CRD
- 250