Ashton James Wilhelm
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 JonesJun 2024 to now
- Northwestern MutualAug 2023 to Jan 2024
- LightworksMay 2022 to Jan 2025
- Henderson State UniversityOct 2021 to Dec 2024
- Spinks Stone ShopAug 2020 to Aug 2021
- UnemployedJun 2020 to Jul 2020
- Chicken ExpressJun 2019 to Mar 2020
- UnemployedMar 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (AR, 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
- 7793993
- Firm CRD
- 250