Meredith Cabell Jones

Employer firm

Bfc Planning, Inc. CRD 119682

$3.84B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 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
  Bfc Planning, Inc.
  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
  Detalus Advisors, Llc
  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

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