Jean S Mcmullin

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2013 → 10/2020
  Wells Fargo Clearing Services, Llc
  Hickory, NC
• 10/2020 → 09/2021
  Hometrust Investment Services And Infinex Investments
  Shelby, NC
• 09/2021 → 06/2023
  Wells Fargo Advisors
  Asheville, NC
• 06/2023 → Present
  Edward Jones
  St Louis, MO

Previous Registrations

• 2021-09-20 → 2023-07-07
  Wells Fargo Clearing Services, Llc
  Marion, NC
  Charlotte, NC
  Morganton, NC
  Charlotte, NC
• 2020-10-26 → 2021-09-09
  Osaic Institutions, Inc.
  Shelby, NC
• 2016-01-20 → 2020-10-21
  Wells Fargo Clearing Services, Llc
  Winston Salem, NC
  Greensboro, NC
  Greenville, SC
  Morganton, NC
  Lenoir, NC
  Charlotte, NC
  Hickory, NC

Exams

• S66 Uniform Combined State Law Examination
  2016-01-20
• S63 Uniform Securities Agent State Law Examination
  2008-05-31

Other Names

• Jean Suddreth Mcmullin
• Jean Lynne Suddreth
• Jean Lynne Mcmullin
• Jean Lynne Suddreth Mcmullin
• Jean L Mcmullin