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Amanda Blair Melanson

Edward Jones

Gardner, MA

Gardner, MA

CRD 5431418

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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
MA RA APPROVED 2018-01-17
  • MA RA
    APPROVED
    Since 2018-01-17

Branch Locations

Gardner, MA • United States

354 Main Street Suite 3, Gardner, MA 01440 • United States

Disclosures

2 disclosure categories 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 No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 09/2007 10/2017
Edward Jones St.LOuis MO 10/2017 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-01-03
  • S66 Uniform Combined State Law Examination
    2018-01-03
Designations
  • Chartered Financial Consultant
Other Names
  • Amanda Blair Smith

View on SEC IAPD

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