Sammy Joe Wells

CRD 2828406 · Edward Jones · Longwood, FL

IA RegisteredBroker

Also appears in the source record as: Sammy J Wells; Sammy Joe Wells Jr; Sammy J Wells Jr

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (5): Series 66Series 63Series 26SIESeries 7
Registered states (13): Alabama · California · Florida · Georgia · Louisiana · Maryland · Missouri · New Mexico · New York · North Carolina · South Carolina · Tennessee · Washington
Years in the industry (source record): 29
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 2828406 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 (12)

From the source registration record · current first

Edward JonesCurrent
Longwood, FL · IA capacity

Jun 6, 2022 → present
Edward JonesCurrent
Longwood, FL · BC capacity

start not retrieved → present
Lpl Financial LLC
BD capacity

Sep 16, 2020 → May 9, 2022
Lpl Financial LLC
IA capacity

Sep 16, 2020 → May 9, 2022
Nbc Securities, Inc.
IA capacity

Mar 11, 2013 → Sep 30, 2020
Nbc Securities, Inc.
BD capacity

Mar 4, 2013 → Sep 30, 2020
Merrill Lynch, Pierce, Fenner & Smith Incorporated
IA capacity

Feb 22, 2012 → Mar 4, 2013
Merrill Lynch, Pierce, Fenner & Smith Incorporated
BD capacity

Feb 21, 2012 → Mar 4, 2013
Suntrust Investment Services, Inc.
IA capacity

Oct 1, 2004 → Feb 23, 2012
Suntrust Investment Services, Inc.
BD capacity

Jun 7, 2002 → Feb 23, 2012
The Huntington Investment Company
BD capacity

Apr 25, 2000 → Feb 21, 2002
Charles Schwab & Co., Inc.
BD capacity

Apr 3, 1997 → Jan 14, 2000

Source & corrections

Where this page comes from

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