Unclaimed
William John Jasionowski is a financial advisor with Benjamin F Edwards & Company, Inc. William is a certified financial planner and has been in the industry for over 25 years. William has a broad range of experience and specializes in providing financial planning, portfolio management, and investment advice to individuals, families, and businesses. William has a strong commitment to understanding each client's unique needs and goals and is dedicated to helping them achieve their financial objectives.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MO
09/26/2013 - Present
Benjamin F. Edwards & Company, Inc. (ST. LOUIS MO)
NJ
01/01/2008 - 09/23/2013
WELLS FARGO ADVISORS, LLC (WALL TOWNSHIP NJ)
NJ
09/15/1997 - 01/03/2008
A. G. EDWARDS & SONS, INC. (WALL TOWNSHIP NJ)
BOTH
Issued 01/30/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/19/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 09/11/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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