Cooper Wells
Investment adviser representative at Edward Jones
12 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
12 years in the industry.
- Edward JonesMar 2023 to now
- Porsche Colorado SpringsApr 2022 to Mar 2023
- Glen EyrieAug 2021 to Apr 2022
- Apex Home ServicesMay 2021 to Aug 2021
- Glen EyrieAug 2020 to May 2021
- Gotts RoadsideJun 2020 to Aug 2020
- University of Colorado Colorado SpringsAug 2019 to May 2023
- UnemployedAug 2019 to Jun 2020
- Gotts RoadsideFeb 2019 to Aug 2019
- Aamco TransmissionsAug 2016 to Feb 2019
- Full Time StudentJan 2014 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (ID, 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
- 7706569
- Firm CRD
- 250