William Adams II
Advisor at Edward Jones
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Many, LA 71449
Credentials
Series 66
Industry experience
7 years
About
William Adams II is a Series 66-licensed financial advisor with Edward Jones, where he has worked since 2018. He has seven years of industry experience and previously spent ten years at Northwestern State University. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Client services
Based on Edward Jones
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Based on Edward Jones
Wealth management
Tax-loss harvesting
Multi-generational wealth transfer
Fee options
$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)
Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.
Location
960 San Antonio Avenue
Many, LA 71449
Most active in
William A has reported serving >5 clients in these states in the last 12 months.
Louisiana · Texas
Work history
Edward Jones
2018 - Present (8 years)
Northwestern State University
2008 - 2018 (10 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Hannah S
CFP®, Series 66
Many, LA
Edward Jones
Hannah Savell is a CFP® and Series 66-licensed financial advisor with Edward Jones, where she has worked since 2018. She has seven years of industry experience. Outside of her advisory role, she is involved with B H & Sons, a rental property business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary managed solutions, and operates under a fiduciary standard.
Barbara S
Series 63
Noble, LA
Mass Mutual Investors Services
Barbara Sepulvado is a financial advisor with Mass Mutual Investors Services in Noble, LA, holding a Series 63 designation and 26 years of industry experience. She previously worked at MetLife Securities and Metlife Insurance Co. In addition to her advisory role, she maintains an outside insurance business selling life, accident, and health insurance through Blue Cross Blue Shield. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with a focus on collaborative, goal-based planning using firm-approved analytical tools.
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