Melissa Newell

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

• 08/2018 → Present
  Edward Jones
  St Louis, MO
• 09/2013 → 08/2018
  Pierce County
  Tacoma, WA

Other Businesses

Stevens26, LLC Type of business: LLC Puyallup, WA Start date: 9/7/2023 Owner/Manager Hours per week: 0 Hours during trading: 0 Purchase real estate property * Commercial property (w/income) Tacoma, WA Start date: 9/29/2023 Owner Hours per week: 0 Hours during trading: 0 Maintain property * "Bella Simon salon (paid to Stevens26 LLC) Type: Date: 10/01/23 Title: Trad Hrs: 0 Tot Hrs: 0 Desc: Rental income City-State: Tacoma WA"

Exams

• S66 Uniform Combined State Law Examination
  2018-10-11

Other Names

• Melissa Johanna Paulson
• Melissa Johanna Newell