Todd Eric Wilhelm

Financial advisor at Edward Jones · St. Louis, MO

Last updated 2026-10-10

Claim your profile

Todd Eric Wilhelm is a financial advisor at Edward Jones in St. Louis, MO, CRD 2855325. Licenses and exams on the registration: Series 63. IAPD registration began 2008-01-07.

Registration

CRD number
2855325
Registration status
Active
IAPD registration
2008-01-07
Industry Experience
18 years
Work Experience
29 years
States registered
MO

Licenses and exams

  • Series 63

Designations

  • Chartered Financial Analyst

Work history

  • 1997-01 to Present · Edward Jones · St. Louis, MO
  • 1997-01 to Present · Edward D. Jones & Co., LP · St. Louis, MO

Current employment

SEC IAPD record for Todd Eric Wilhelm

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

Todd Eric Wilhelm is a Chartered Financial Analyst financial advisor at Edward Jones in St. Louis, MO. Reported securities licenses include Series 63. The latest record indicates 18 years of industry experience and 29 years of reported work history. Reported roles include Edward D. Jones & Co., LP.

SEC disclosures list additional business and community activities: Rental Property Type Of Business: Condo For Personal And Rental Tuscaloosa; Empire Village At Pleasant River And San Tan Type Of Business: Real Estate Development Scottsdale.

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

12555 Manchester Road, St. Louis, MO 63131

2,410 advisors at this office.

Edward Jones office in St. Louis, MO

Open in Google Maps

Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

Are you Todd Eric Wilhelm?

Claim your profile to add your biography, services, expertise, client focus, investment approach and fees. Advisor-confirmed information is separate from public SEC records.