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Melinda L Sherry

Edward Jones

Dubois, PA

CRD 7610371

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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_RES 2023-02-22
PA RA APPROVED 2022-11-28
  • TX RA
    APPROVED_RES
    Since 2023-02-22
  • PA RA
    APPROVED
    Since 2022-11-28

Branch Locations

25 E Park Ave Ste 2, Dubois, PA 15801 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 08/2022 Present
Matson Insurance Agency Brookville PA 02/2015 08/2022
  • 08/2022 → Present
    St Louis, MO
  • 02/2015 → 08/2022
    Matson Insurance Agency
    Brookville, PA
Other Businesses

United Healthcare Medicare Solutions Minnetonka, MN Start date: 5/13/2023 Hours per week: 0 Hours during trading: 0 Desc: No responsibilities

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-19
  • S66 Uniform Combined State Law Examination
    2022-11-19
Other Names
  • Melinda Bell
  • Melinda Sherry

View on SEC IAPD

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