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Meta Marie Burris

Edward Jones

Goshen, KY

Louisville, KY

CRD 7042282

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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:

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-07-31
KY RA APPROVED 2024-07-24
  • TX RA
    APPROVED
    Since 2024-07-31
  • KY RA
    APPROVED
    Since 2024-07-24

Branch Locations

Goshen, KY • United States

4910 Brownsboro Rd Ste 175, Louisville, KY 40222 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones Louisville KY 11/2018 09/2024
Lowe's Home Improvement Columbus IN 11/2007 10/2018
Edward Jones St Louis MO 09/2024 Present
  • 11/2018 → 09/2024
    Edward Jones
    Louisville, KY
  • 11/2007 → 10/2018
    Lowe's Home Improvement
    Columbus, IN
  • 09/2024 → Present
    Edward Jones
    St Louis, MO
Other Businesses

Lowe's Type: Retail Date: 04/08/19 Title: Cashier Trad Hrs: 0 Tot Hrs: 12 Desc: Customer service and cash register City-State: Louisville KY

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-07-23
  • S66 Uniform Combined State Law Examination
    2024-07-23
Other Names
  • Meta Marie Mccrory
  • Meta Burris

View on SEC IAPD

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