Melissa Reinette Stockman

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

• 01/2013 → Present
  Edward Jones
  St Louis, MO

Other Businesses

S & M Holdings Type of business: LLC Defiance, OH Start date: 2/2/2024 Owner Hours per week: 0 Hours during trading: 0 Desc: I'm not sure if this is where I list the LLC for outside activities. This is a LLC my mom's attorney had her open and move money to, to get it out of her name for planning purposes.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-08-08
• S63 Uniform Securities Agent State Law Examination
  2014-07-18

Designations

• Chartered Financial Consultant

Other Names

• Melissa Reinette Crowe
• Melissa Reinette Frederick