Michael W Helms

Financial advisor at Edward Jones · Anchorage, AK

Last updated 2026-10-10

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Michael W Helms is a financial advisor at Edward Jones in Anchorage, AK, CRD 8076062. Licenses and exams on the registration: Series 66. IAPD registration began 2025-09-15.

Registration

CRD number
8076062
Registration status
Active
IAPD registration
2025-09-15
Industry Experience
1 year
Work Experience
10 years
States registered
AK, TX

Licenses and exams

  • Series 66

Work history

  • 2025-06 to Present · Edward Jones · St. Louis, MO
  • 2017-05 to 2025-06 · Self-Employed/williwaw Environmental Consulting, LLC · Anchorage, AK
  • 2016-06 to 2017-06 · Bering Straights Native Corporation · Anchorage, AK

Current employment

SEC IAPD record for Michael W Helms

Edward Jones

Regulatory AUM
$1,013,608,323,988
Registered advisors
24,147
Offices
15,412
Clients per advisor
168.5 (High)
Average AUM per client
$249.1K (Low)
High-net-worth client ratio
9.2% (Low)

Edward Jones: advisors, services and reported ETF investments

About

Michael W Helms is a financial advisor at Edward Jones in Anchorage, AK. Reported securities licenses include Series 66. The latest record indicates 1 year of industry experience and 10 years of reported work history. Reported roles include Self-Employed/williwaw Environmental Consulting, LLC, Bering Straights Native Corporation.

SEC disclosures list additional business and community activities: Williwaw Environmental Consulting; Broadwater Rsn Partners.

Edward Jones' firm-level Form ADV reports 24,147 advisors across 15,412 offices; approximately 168.5 clients per advisor, average assets per client of $249,085, and regulatory AUM of $1T; client categories including Individuals (non-HNW), High net worth individuals, Banking or thrift institutions, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.

What this firm offers

Filed by Edward Jones on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers

Fee options

  • Percentage of Assets Under Management
  • Fixed Fees (Other Than Subscription)
  • Other

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Insurance Broker or Agent
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Commodity Pool Operator or CTA
  • Banking or Thrift Institution
  • Trust Company
  • Insurance Company or Agency

Location

12350 Industry Way Ste 204, Anchorage, AK 99515

2 advisors at this office.

Edward Jones office in Anchorage, AK

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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