Melissa Lochrane Kincaid

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

• 10/2021 → Present
  Edward Jones
  St Louis, MO
• 10/2020 → 10/2021
  The Mortgage Firm
  Lakeland, FL
• 02/2020 → 03/2020
  Principal Financial
  Maitland, FL
• 08/2013 → 01/2020
  Florida Blue - Blue Cross Blue Shield
  Jacksonville, FL
• 03/2020 → 10/2020
  Unemployed
  Maitland, FL

Exams

• S66 Uniform Combined State Law Examination
  2022-02-17

Other Names

• Melissa Anne Lochrane