Casey Whalley
Casey Whalley is a principal in Compliance Digital Products and Strategy. In this role, he helps ensure Compliance division resources are aligned to support the firm's strategic business initiatives in the U.S.
Casey began his career at Edward Jones in 2003 as a field supervision director. Over the next 17 years, he held various leadership roles in the Field Supervision department, including responsibility for Primary, Investment Advisory, Heightened and Retirement Plan supervision teams as well as Compliance Service. He played an integral role in developing several risk-based supervisory systems and processes, as well as helped lead the department's effort to facilitate compliance with new and evolving regulatory obligations. Casey was named an Edward Jones principal in 2017.
Originally from Massachusetts, Casey spent most of his formative years in St. Louis, Mo. He is a graduate of Truman State University in Kirksville, Mo., and holds a bachelor’s degree in communication arts.
Before joining Edward Jones, Casey worked as a broker for Charles Schwab. He has also previously served as a FINRA arbitrator.
Casey currently resides in the St. Louis area with his wife, Allison, and two children.