William T Echelmeier
Investment adviser representative at Edward Jones
14 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
14 years in the industry.
- Edward JonesJan 2021 to now
- UnemployedAug 2020 to Dec 2020
- Equitable Advisors, LLCNov 2019 to Aug 2020
- AXA Advisors, LLCNov 2019 to Jun 2020
- UnemployedSep 2019 to Oct 2019
- Missouri Golf AssociationApr 2019 to Sep 2019
- Missouri State UniversityJan 2019 to May 2019
- The Club At Porta CimaApr 2018 to Dec 2018
- Self-employedJan 2018 to Apr 2018
- The Club At Porta CimaMay 2017 to Dec 2017
- University of Missouri - ColumbiaAug 2012 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (MO, 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
- 7201775
- Firm CRD
- 250