Jonathan Russel Westbrook Meeks

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

• 04/2016 → 09/2016
  Northwestern Mutual Life Insurance Co
  Milwaukee, WI
• 04/2016 → 09/2016
  Northwestern Mutual Investment Services Llc
  St Louis, MO
• 04/2017 → 08/2022
  Wells Fargo Clearing Services Llc
  St Louis, MO
• 09/2016 → 04/2017
  K Force
  St Louis, MO
• 08/2022 → Present
  Edward Jones
  St Louis, MO

Previous Registrations

• 2019-07-05 → 2022-09-08
  Wells Fargo Clearing Services, Llc
  St. Louis, MO
  St. Louis, MO
  Columbia, MO

Exams

• S66 Uniform Combined State Law Examination
  2019-07-05

Other Names

• Jonathan R Westbrook Meeks
• Jonathan Westbrook Meeks