William Russell Green

CRD 2400390 · Edward Jones · Mount Pleasant, SC

IA RegisteredBroker

Also appears in the source record as: William R Green; William Green

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (6): SIESeries 55Series 7Series 6Series 66Series 63
Registered states (16): Arizona · California · Colorado · Connecticut · Florida · Georgia · Massachusetts · Missouri · New Hampshire · New Jersey · New York · Pennsylvania · Rhode Island · South Carolina · Tennessee · Virginia
Years in the industry (source record): 27
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 2400390 contains one or more disclosure events as of Aug 20, 2026.

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Current firm

From the firm record

Firm: Edward Jones
Firm CRD: 250
SEC number: 801-3297
Assets under management: $1.0T as of Jun 29, 2026
Website: www.twitter.com/EDWARDJONES ↗
Phone: 314-515-2000
Firm location: St. Louis, MO, 63131

Employment history (17)

From the source registration record · current first

Edward JonesCurrent
Mount Pleasant, SC · BC capacity

start not retrieved → present
Edward JonesCurrent
Woburn, MA · IA capacity

start not retrieved → present
Edward JonesCurrent
Mount Pleasant, SC · IA capacity

start not retrieved → present
Edward JonesCurrent
Woburn, MA · IA capacity

start not retrieved → present
Edward JonesCurrent
Mount Pleasant, SC · IA capacity

start not retrieved → present
Advice And Planning Services
Waltham, MA · IA capacity

Feb 29, 2016 → Dec 6, 2023
Tiaa-Cref Individual & Institutional Services, LLC
Waltham, MA · BC capacity

Feb 24, 2016 → Dec 6, 2023
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Boston, MA · BC capacity

Nov 18, 2013 → Feb 12, 2016
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Boston, MA · IA capacity

Nov 13, 2013 → Feb 12, 2016
Gl Investment Services, LLC
Waltham, MA · IA capacity

Jan 4, 2013 → Jun 3, 2013
National Alliance Securities Corporation
Boston, MA · BC capacity

Dec 20, 2011 → Dec 4, 2012
Btig, LLC
Boston, MA · BC capacity

Nov 8, 2010 → Jul 29, 2011
Knight Equity Markets, L.P.
Boston, MA · BC capacity

Jan 31, 2003 → Oct 19, 2010
Herzog, Heine, Geduld, LLC
New York, NY · BC capacity

Apr 19, 1999 → Oct 25, 2002
Painewebber Incorporated
Weehawken, NJ · BC capacity

Mar 29, 1995 → Jun 13, 1995
Mesirow Financial, Inc.
Chicago, IL · BC capacity

Dec 22, 1994 → Jan 12, 1995
Mclaughlin, Piven, Vogel Securities, Inc.
New York, NY · BC capacity

Sep 24, 1993 → Sep 15, 1994

Source & corrections

Where this page comes from

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