Tanner Scott Willson
Investment adviser representative at Edward Jones
14 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$1TFirm assets
Are you Tanner Scott Willson? Claim your profile
Contact this firm
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 JonesDec 2019 to now
- Grocery OutletDec 2019 to Dec 2019
- Connected Professional Accountants, LLCJan 2017 to Nov 2019
- Eastern Oregon UniversityApr 2016 to Nov 2016
- Grocery OutletSep 2012 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 3 states (AZ, OR, 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
- 7208163
- Firm CRD
- 250