Joshua D Williams
Investment adviser representative at Edward Jones
11 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
11 years in the industry.
- Edward JonesDec 2025 to now
- Ushealth GroupAug 2024 to now
- Farmers Bank & TrustOct 2022 to Aug 2024
- First Financial BankMar 2022 to Sep 2022
- Abilene Country ClubJun 2021 to Feb 2022
- Four Seasons Golf and Sports ClubJun 2019 to Apr 2021
- HerbalifeJan 2017 to Aug 2017
- Full-time EducationJan 2015 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 8197778
- Firm CRD
- 250