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Melanie Sue Marlow-Scheffler

Edward Jones

Clayton, NC

CRD 4207204

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-10-29
NC RA APPROVED 2007-01-29
  • TX RA
    APPROVED_RES
    Since 2020-10-29
  • NC RA
    APPROVED
    Since 2007-01-29

Branch Locations

1540 E Front St Suite 104, Clayton, NC 27527 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 06/2000 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-01-22
S63 Uniform Securities Agent State Law Examination 2000-08-09
  • S66 Uniform Combined State Law Examination
    2007-01-22
  • S63 Uniform Securities Agent State Law Examination
    2000-08-09
Other Names
  • Melanie Sue Clinard
  • Melanie Sue Marlow Scheffler
  • Melanie Sue Marlowscheffler

View on SEC IAPD

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