Wynne Packard Larson
Investment adviser representative at Edward Jones
8 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
8 years in the industry.
- Edward JonesNov 2023 to now
- UnemployedJul 2023 to Nov 2023
- Thrivent Investment Management Inc.Jan 2023 to Jul 2023
- Alaska Wildland AdventuresMay 2021 to Sep 2021
- Thrivent FinancialJan 2021 to Jul 2023
- UnemployedJan 2020 to Apr 2021
- Alaska Sealife CenterAug 2019 to Dec 2019
- Hunt Hill Audubon SanctuaryJun 2019 to Aug 2019
- University of Wisconsin Green Bay Residence LifeAug 2017 to May 2019
- University of Wisconsin Green BayMar 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (TX, WI).
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
- 7325748
- Firm CRD
- 250