Best Investors Account Sign in

Melissa Ann Tarmon

Edward Jones

St. Louis, MO

Colorado Springs, CO

CRD 6196455

Claim This Profile
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
AZ RA APPROVED 2024-12-03
CO RA APPROVED 2022-12-02
TX RA APPROVED 2019-01-09
  • AZ RA
    APPROVED
    Since 2024-12-03
  • CO RA
    APPROVED
    Since 2022-12-02
  • TX RA
    APPROVED
    Since 2019-01-09

Branch Locations

12555 Manchester Road, St. Louis, MO 63131 • United States

Colorado Springs, CO • 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 Potomac Falls VA 06/2013 05/2017
Edward Jones St Louis MO 05/2017 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-10-16
  • S66 Uniform Combined State Law Examination
    2017-10-16
Other Names
  • Melissa Ann Lupinacci

View on SEC IAPD

Nearby Firms

UNIVERSAL FINANCIAL ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
VESTGEN ADVISORS, LLC

Nearby Investors

BRIAN CHRISTOPHER LOCK
WILLIAM BERNARD ALBAIR
Stephanie Louise Longanecker

Nearby Offices

UNIVERSAL FINANCIAL ADVISORS, LLC · ST. LOUIS, MO
EDWARD JONES · KIRKWOOD, MO
EDWARD JONES · KIRKWOOD, MO

More in St. Louis, MO

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor