Michael P Mccarthy

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

• 08/2017 → Present
  Edward Jones
  St Louis, MO
• 07/2014 → 08/2017
  Suntrust
  Jacksonville, FL

Other Businesses

Jacksonville Wedding Officiant Type of business: Wedding Vendor St Johns, FL Start date: 1/9/2026 Owner Hours per week: 2 Hours during trading: 0 Officiant of weddings.

Exams

• S66 Uniform Combined State Law Examination
  2018-01-19
• S63 Uniform Securities Agent State Law Examination
  2009-03-09

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Michael Patrick Mccarthy