Erin Mcnevan

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

• 06/2012 → 12/2020
  Proequities, Inc
  Mentor, OH
• 12/2020 → Present
  Edward Jones
  St. Louis, MO
• 04/2015 → 12/2020
  Rodan + Fields
  Mentor, OH

Other Businesses

YMCA of Greater Cleveland Type: Fitness Date: 02/14/25 Title: Group Fitness Instructor Trad Hrs: 0 Tot Hrs: 1 Desc: lead 50 minute group fitness class one time per week City-State: Cleveland OH*** Rodan + Fields Type: Retail Date: 04/01/15 Title: Brand Affiliate Trad Hrs: 0 Tot Hrs: 1 Desc: skincare consultant City-State: South Euclid OH***

Exams

• S66 Uniform Combined State Law Examination
  2022-12-30

Other Names

• Erin L Mcnevan
• Erin L Mccreanor
• Erin Lynn Mcnevan