William C Taylor
Investment adviser representative at Edward Jones
11 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
11 years in the industry.
- Edward JonesOct 2025 to now
- UnemployedJun 2025 to Oct 2025
- Equitable Advisors, LLCMar 2024 to Jun 2025
- UnemployedDec 2023 to Mar 2024
- Bluecrest Financial Alliances/mmlJul 2021 to Dec 2023
- UnemployedJan 2020 to Jul 2021
- Texas Tech University ;Jan 2015 to Jan 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (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
- 6676404
- Firm CRD
- 250