Wanda Hart
Investment adviser representative at Edward Jones
23 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
23 years in the industry.
- DoordashOct 2020 to now
- Edward JonesDec 2019 to now
- Northern Lights- YmcaApr 2019 to Aug 2019
- Jean Kay's PastiesAug 2018 to Apr 2019
- Juice PlusApr 2017 to Dec 2019
- Integrating WellnessSep 2015 to Dec 2019
- Tds IncJul 2015 to Jun 2018
- DoterraApr 2015 to Dec 2019
- Hart Marketing CompanyNov 2008 to Dec 2019
- Rinkirk Assets LLCNov 2003 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (MI, 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
- 7204629
- Firm CRD
- 250