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Michael Steven Merritt

Edward Jones

Johnson City, TN

CRD 6031863

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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 2020-11-03
TN RA APPROVED 2012-06-25
  • TX RA
    APPROVED_RES
    Since 2020-11-03
  • TN RA
    APPROVED
    Since 2012-06-25

Branch Locations

106 Pinnacle Dr Ste 104, Johnson City, TN 37615 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors, Llc Roanoke VA 11/2015 Present
  • 11/2015 → Present
    Wells Fargo Advisors, Llc
    Roanoke, VA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-04-26
  • S66 Uniform Combined State Law Examination
    2012-04-26
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Nearby Investors

THOMAS E DOTSON
ROBERT KEITH HOBBS
SONYA KAYE HENSLEY

Nearby Offices

WELLS FARGO CLEARING SERVICES, LLC · JOHNSON CITY, TN
LPL FINANCIAL LLC · JOHNSON CITY, TN
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Johnson City, TN

More in Johnson City, TN

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