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Neil Mayo

Edward Jones

Cincinnati, OH

CRD 7668210

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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 2024-05-31
OH RA APPROVED 2023-02-27
  • TX RA
    APPROVED
    Since 2024-05-31
  • OH RA
    APPROVED
    Since 2023-02-27

Branch Locations

8390 E Kemper Rd Suite C, Cincinnati, OH 45249 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • 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 12/2022 Present
Multisource Home Electronics West Chester OH 11/2020 12/2022
Unemployed Cincinnati OH 05/2020 10/2020
Tw Metals, Llc. Cincinnati OH 06/2018 04/2020
G&W Products Inc. Fairfield OH 04/2017 06/2018
Riverfront Steel Cincinnati OH 11/2015 02/2017
  • 12/2022 → Present
    Edward Jones
    St Louis, MO
  • 11/2020 → 12/2022
    Multisource Home Electronics
    West Chester, OH
  • 05/2020 → 10/2020
    Unemployed
    Cincinnati, OH
  • 06/2018 → 04/2020
    Tw Metals, Llc.
    Cincinnati, OH
  • 04/2017 → 06/2018
    G&W Products Inc.
    Fairfield, OH
  • 11/2015 → 02/2017
    Riverfront Steel
    Cincinnati, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-02-23
  • S66 Uniform Combined State Law Examination
    2023-02-23

View on SEC IAPD

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Nearby Investors

JEFFREY JOSEPH SPITZMILLER
ANDERS KRISTIAN JUEL
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Nearby Offices

QUEEN CITY CAPITAL MANAGEMENT, LLC · CINCINNATI, OH
OSAIC WEALTH, INC. · CINCINNATI, OH
BAHL & GAYNOR LLC · CINCINNATI, OH

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