William Eubank III
Financial advisor at Edward Jones · Amherst, VA
Last updated 2026-10-10
Claim your profileWilliam Eubank III is a financial advisor at Edward Jones in Amherst, VA, CRD 7062542. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2022-03-21.
Registration
- CRD number
- 7062542
- Registration status
- Active
- IAPD registration
- 2022-03-21
- Industry Experience
- 4 years
- Work Experience
- 10 years
- States registered
- TX, VA
Licenses and exams
- Series 63
- Series 65
Work history
- 2017-08 to 2021-05 · First Citizens Bank · Lynchburg, VA
- 2016-07 to 2017-07 · Sun Trust · Lynchburg, VA
- 2021-06 to 2023-08 · Massmutual Life Insurance Company · Lynchburg, VA
- 2022-10 to 2023-07 · Ty Mortgage · Forest, VA
- 2023-08 to Present · Edward Jones · St. Louis, MO
Current employment
- Edward Jones · St. Louis, MO
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
William Eubank III is a financial advisor at Edward Jones in Amherst, VA. Reported securities licenses include Series 63 and Series 65. The latest record indicates 4 years of industry experience and 10 years of reported work history. Reported roles include Massmutual Life Insurance Company, Ty Mortgage, First Citizens Bank, Sun Trust.
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
210 Ambriar Plaza, Amherst, VA 24521
3 advisors at this office.
Contact
The firm's filed contact details.
Official record
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