Wajeeh Abushawish
Investment adviser representative at Edward Jones
10 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
10 years in the industry.
- Edward JonesMay 2026 to now
- TaxactMar 2026 to May 2026
- Self EmployedSep 2025 to Feb 2026
- UnemployedMay 2025 to Feb 2026
- Aprio Advisory GroupDec 2023 to Mar 2025
- Vialto PartnersJan 2023 to Dec 2023
- UnemployedMay 2022 to Dec 2022
- PricewaterhousecoopersJan 2022 to Apr 2022
- UnemployedMay 2021 to Dec 2021
- CohnreznickJan 2021 to May 2021
- Rutgers UniversityFeb 2020 to Jan 2021
- UnemployedSep 2019 to Jan 2020
- WalmartJun 2019 to Jul 2019
- New Jersey Citizen ActionJan 2019 to Apr 2019
- UnemployedMay 2016 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (MO, NJ).
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
- 8267321
- Firm CRD
- 250