Wesley Alim

CRD 5363319 · Edward Jones · St. Louis, MO

IA RegisteredBroker

Also appears in the source record as: Wes Alim; Wessam Samy Alim

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (5): Series 7TOSIESeries 7Series 63Series 66
Registered states (1): North Carolina
Years in the industry (source record): 15
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 5363319 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 (15)

From the source registration record · current first

Edward JonesCurrent
Waxhaw, NC · IA capacity

start not retrieved → present
Edward JonesCurrent
St. Louis, MO · BC capacity

start not retrieved → present
Choreo, LLC
Charlotte, NC · IA capacity

Sep 25, 2024 → Oct 6, 2025
Morgan Stanley
Charlotte, NC · IA capacity

Apr 19, 2022 → Mar 21, 2024
Morgan Stanley
Charlotte, NC · BC capacity

Apr 19, 2022 → Mar 21, 2024
Vanguard Marketing Corporation
Charlotte, NC · BC capacity

Dec 2, 2020 → Apr 6, 2022
Vanguard Advisers, Inc.
Charlotte, NC · IA capacity

Nov 9, 2020 → Apr 6, 2022
Cwa Asset Management Group
Charlotte, NC · IA capacity

May 23, 2016 → Jan 2, 2019
Wells Fargo Advisors, LLC
Davidson, NC · IA capacity

Nov 22, 2010 → Jan 29, 2016
Wells Fargo Advisors, LLC
Davidson, NC · BC capacity

Oct 21, 2010 → Jan 29, 2016
Chase Investment Services Corp.
New York, NY · BC capacity

May 8, 2009 → Jun 8, 2010
Solaris Securities, Inc.
San Antonio, TX · BC capacity

Oct 16, 2008 → Oct 12, 2009
National Securities Corporation
New York, NY · BC capacity

Apr 22, 2008 → Oct 9, 2008
Joseph Stevens & Company, Inc.
Brooklyn, NY · BC capacity

Oct 30, 2007 → Apr 9, 2008
Prestige Financial Center, Inc.
New York, NY · BC capacity

Aug 13, 2007 → Oct 16, 2007

Source & corrections

Where this page comes from

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