Cassidy Rose Williams
Investment adviser representative at Edward Jones
11 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
11 years in the industry.
- Edward JonesJan 2024 to now
- Edward JonesMay 2023 to Nov 2023
- Help Without HassleFeb 2022 to Jun 2022
- StifelJan 2020 to May 2023
- Citizens State BankJun 2019 to Jan 2022
- Bethany CollegeAug 2017 to Aug 2019
- Hutchinson Community CollegeMar 2015 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (KS, 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
- 7218714
- Firm CRD
- 250