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John Edmunds Wilson

Dimensional Fund Advisors LP

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About John Edmunds Wilson

John Edmunds Wilson is a registered representative with Dimensional Fund Advisors LP in AUSTIN, TX. John has been in the securities industry since March 26, 2013. John is registered in 49 states for broker-dealer activities. John is also registered as an investment advisor representative in Texas and is a registered representative of TD Ameritrade, Inc., in THOUSAND OAKS, CA. John Wilson's specializations are in the areas of mutual funds, variable annuities, life insurance, and fixed annuities. John Wilson holds Series 7, Series 66, and SIE licenses. John Wilson's current firm, Dimensional Fund Advisors LP, is based in AUSTIN, TX, and offers portfolio management services to individuals, businesses, investment companies, and pooled investment vehicles.

Firm Information

John Wilson is currently registered with Dimensional Fund Advisors LP. Dimensional Fund Advisors LP is an investment advisor headquartered in Austin, TX. The firm manages approximately $749.62 billion in assets for a variety of clients, including investment companies, pooled investment vehicles, high-net-worth individuals, and pension and profit-sharing plans. The firm specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Dimensional Fund Advisors LP is registered with the SEC and has a total of 761 employees, including 245 investment adviser representatives and 516 registered representatives.
Dimensional Fund Advisors LP

6300 BEE CAVE ROAD

AUSTIN, TX 78746

$749.62B

Assets Under Management

1

Total Clients

217

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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John Wilson’s Registration & Firm History

TX

12/19/2016 - Present

Dimensional Fund Advisors LP (AUSTIN TX)

CA

03/05/2013 - 10/10/2016

TD AMERITRADE, INC. (THOUSAND OAKS CA)

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Licenses & Designations

BOTH

Issued 05/13/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/04/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Edmunds Wilson.
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