Edward Mckinney

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

• 10/2006 → 12/2016
  Lincoln Financial Advisors
  Fort Wayne, IN
• 12/2016 → 04/2018
  Unemployed
  Punta Gorda, FL
• 04/2018 → 09/2018
  Kovack Securities
  Fort Lauderdale, FL
• 09/2019 → 06/2021
  Wells Fargo Clearing Services, Llc
  Venice, FL
• 11/2018 → 09/2019
  Wfs
  Punta Gorda, FL
• 06/2021 → Present
  Edward Jones
  St. Louis, MO

Previous Registrations

• 2019-09-23 → 2021-06-14
  Wells Fargo Clearing Services, Llc
  Venice, FL

Exams

• S66 Uniform Combined State Law Examination
  2018-08-16

Other Names

• Edward Bruce Mckinney