Callan Williams
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 JonesAug 2024 to now
- The Hershey CompanyJun 2023 to Jul 2024
- University of FloridaDec 2022 to Jun 2023
- Enterprise HoldingsMay 2022 to Dec 2022
- University of FloridaAug 2021 to May 2022
- Hidden Valley Ski ResortJun 2021 to Aug 2021
- StudentAug 2018 to Jun 2021
- YmcaMay 2018 to Aug 2018
- StudentAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (MO, 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
- 7963299
- Firm CRD
- 250