Frances Waynette Mckay

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

• 04/2014 → 04/2018
  Edward Jones
  St Louis, MO
• 06/2018 → 06/2024
  Securities America, Inc.
  Camas, WA
• 06/2018 → 06/2024
  Securities America Advisors
  Camas, WA
• 06/2024 → 09/2024
  Osaic Wealth, Inc.
  Camas, WA
• 06/2024 → 09/2024
  Osaic Wealth, Inc.
  Camas, WA
• 09/2024 → Present
  Edward Jones
  St. Louis, MO

Previous Registrations

• 2024-06-14 → 2024-09-23
  Osaic Wealth, Inc.
  Camas, WA
• 2018-06-04 → 2024-06-14
  Securities America Advisors, Inc.
  Peoria, IL
  Dunlap, IL
  Camas, WA
• 2014-08-18 → 2018-06-05
  Edward Jones
  St Louis, MO
  Dunlap, IL
  Peoria, IL

Exams

• S66 Uniform Combined State Law Examination
  2014-06-20

Designations

• Certified Financial Planner

Other Names

• Frances Waynette Johnson
• Frances Waynette Johnston
• Frances Waynette Jurgerson
• Frances W Mckay