Paul W Wessel
Investment adviser representative at Edward Jones
10 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
10 years in the industry.
- Edward JonesMay 2026 to now
- Equitable Advisors, LLCMar 2026 to May 2026
- UnemployedMar 2026 to Apr 2026
- Parking Management CompanySep 2022 to May 2025
- University of WisconsinAug 2021 to May 2025
- Gordon Dining and Event Center (uw-madison Dining Hall)Aug 2021 to May 2022
- PoolwerxMay 2021 to Mar 2026
- Stillwater River BoatsMay 2018 to Oct 2018
- Joseph's Family RestaurantJun 2017 to May 2021
- UnemployedMar 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 8237290
- Firm CRD
- 250