Trevor Coffey

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

• 06/2023 → Present
  Edward Jones
  St Louis, MO
• 03/2021 → 06/2023
  Frank Millard Company
  Burlington, IA
• 10/2020 → 02/2021
  Edward Jones
  Mt Pleasant, IA
• 01/2020 → 09/2020
  Unemployed
  Fort Madison, IA
• 02/2014 → 12/2019
  Seither & Cherry
  Fort Madison, IA

Other Businesses

Hilltop Truck Type: Truck Dealership Date: 11/30/23 Title: Agent Trad Hrs: 0 Tot Hrs: 0 Income: 0 Desc: I will meet with customers to makes sales and do title paperwork if the owner is unable to after hours. I may also help list vehicles for sale on the internet from time to time. I am long time friends with the owners. I am not paid for my help."

Exams

• S66 Uniform Combined State Law Examination
  2023-08-22

Other Names

• Trevor Lee Coffey