Melissa Dawn Carlson

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

• 03/2000 → Present
  Edward Jones
  St Louis, MO

Other Businesses

"Missy Carlson Type of business: speaking Mooresville, NC Start date: 8/1/2019 Owner Hours per week: 5 Hours during trading: 0 Speak to churches, community groups and business professionals about non-financial topics. These topics include: belief and mindset, execution, delegation and success journey. I deliver an inspiring message related to my life journey."

Exams

• S66 Uniform Combined State Law Examination
  2007-01-29
• S63 Uniform Securities Agent State Law Examination
  2000-05-27

Designations

• Certified Financial Planner

Other Names

• Melissa Dawn Freeman