Missy Phelan

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

• 10/2020 → Present
  Edward Jones
  St Louis, MO
• 01/2020 → 10/2020
  Unemployed
  Lancaster, PA
• 12/2015 → Present
  Manor Township
  Lancaster, PA
• 11/2014 → 01/2020
  Gearty Law Offices
  Lancaster, PA
• 07/2016 → 02/2019
  Gearty And Associates
  Lancaster, PA

Other Businesses

Manor Township Board of supervisors Type: Date: 12/31/21 Title: none currently Trad Hrs: 0 Tot Hrs: 0 Desc: I won the election for in November to be a member of the board of supervisors. I will take my seat 12/31/2021. The duty of a supervisor is to make sure the township runs smoothly, and make legislative and administrative decisions. City-State: Lancaster PA" Manor Township Type of business: Local government Lancaster, PA Start date: 12/31/2021 Supervisor Hours per week: 1 Hours during trading: 1 Attend one meeting per month (generally the first Monday of the month at 7 pm.) There is 2 days during October they meet in the morning. The board makes legislative and administrative decisions for the township.

Exams

• S66 Uniform Combined State Law Examination
  2020-12-11

Other Names

• Missy E. Phelan
• Missy Elaine Hargan
• Missy E Charles