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Meredith Cabell Jones

Bfc Planning, Inc.

Cedar Rapids, IA

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Current Employers
Bfc Planning, Inc.

4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2025-12-05
TX RA APPROVED 2025-12-05
  • MO RA
    APPROVED
    Since 2025-12-05
  • TX RA
    APPROVED
    Since 2025-12-05

Branch Locations

4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • 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
Hancock Securities Group St Louis MO 05/2006 Present
Moloney Securities Co., Inc. Manchester MO 03/2011 Present
Moloney Investment Advisory Llc Manchester MO 02/2016 12/2016
Moloney Securities Asset Management Llc Manchester MO 02/2016 Present
Berthel, Fisher & Company Financial Services, Inc. Manchester MO 12/2025 Present
Bfc Planning, Inc. Cedar Rapids IA 12/2025 Present
  • 05/2006 → Present
    Hancock Securities Group
    St Louis, MO
  • 03/2011 → Present
    Moloney Securities Co., Inc.
    Manchester, MO
  • 02/2016 → 12/2016
    Moloney Investment Advisory Llc
    Manchester, MO
  • 02/2016 → Present
    Moloney Securities Asset Management Llc
    Manchester, MO
  • 12/2025 → Present
    Berthel, Fisher & Company Financial Services, Inc.
    Manchester, MO
  • 12/2025 → Present
    Cedar Rapids, IA
Previous Registrations
  • 2016-02-23 → 2025-12-05
    Moloney Securities Asset Management Llc
    Manchester, MO
  • 2016-03-17 → 2016-12-31
    Moloney Investment Advisory Llc
    Manchester, MO
  • 2011-03-31 → 2016-04-27
    Moloney Securities Co., Inc.
    Manchester, MO
    Manchester, MO
    Manchester, MO
  • 2007-03-28 → 2011-04-01
    St. Louis, MO
  • 1999-08-30 → 2006-05-31
    Raymond James Financial Services, Inc.
    St. Louis, MO
Other Businesses

BOARD MEMBER, BELLEFONTAINE CEMETERY ASSOC. 4947 WEST FLORISSANT AVE., ST. LOUIS, MO 63115, SINCE 1/1/14, SERVE ON FINANCE COMMITTEE. NON-INVESTMENT RELATED. NO TIME DURING TRADING HOURS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-03-12
S63 Uniform Securities Agent State Law Examination 1988-05-24
  • S65 Uniform Investment Adviser Law Examination
    2007-03-12
  • S63 Uniform Securities Agent State Law Examination
    1988-05-24

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