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Conrad Lee Walcher

Investment adviser representative at Edward Jones
5 yearsExperience
2 statesRegistered 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

5 years in the industry.

  1. Edward JonesSep 2018 to now
  2. Kevo PropertiesJun 2018 to Jan 2019
  3. UberJun 2015 to Jan 2019
  4. Wichita State UniversityAug 2013 to May 2018

Exams passed

  • Series 66 · Uniform Combined State Law2019

State registrations

Registered as an investment adviser representative in 2 states (OK, 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
7012064
Firm CRD
250
Advisor's SEC record (opens in a new tab)
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