William James Strong
Investment adviser representative at Edward Jones
12 yearsExperience
1 stateRegistered 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 JonesMay 2026 to now
- Charles Schwab & Co., Inc.Aug 2024 to Apr 2026
- Techtronic IndustriesApr 2023 to Aug 2024
- H-e-bOct 2022 to Mar 2023
- UberAug 2021 to Nov 2022
- Double Dave's PizzaFeb 2021 to Sep 2021
- Panera BreadSep 2020 to Dec 2020
- KrogerMay 2020 to Aug 2020
- YmcaMay 2019 to Sep 2019
- Full Time EducationAug 2018 to May 2022
- Grimaldi's PizzeriaMay 2018 to Aug 2018
- A-beautiful PoolsJun 2017 to Sep 2017
- Full Time EducationAug 2014 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (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
- 7965459
- Firm CRD
- 250