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Meredith Grace Pennewell

Edward Jones

Ft Atkinson, WI

CRD 6752942

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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
WI RA APPROVED 2017-08-04
  • WI RA
    APPROVED
    Since 2017-08-04

Branch Locations

1001 Madison Ave Suite B, Ft Atkinson, WI 53538 • 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 02/2017 Present
Southcomm Business Media, Inc Fort Atkinson WI 11/2008 02/2017
A Touch Of Glaze Waukehsa WI 01/2003 09/2016
  • 02/2017 → Present
    Edward Jones
    St Louis, MO
  • 11/2008 → 02/2017
    Southcomm Business Media, Inc
    Fort Atkinson, WI
  • 01/2003 → 09/2016
    A Touch Of Glaze
    Waukehsa, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-06-02
  • S66 Uniform Combined State Law Examination
    2017-06-02
Other Names
  • Meredith Grace Burger

View on SEC IAPD

Nearby Firms

OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
COORDINATED CAPITAL SECURITIES, INC.

Nearby Investors

TIMOTHY JOHN BROCKMANN
JAMES ALLAN
KEVIN GIAMMALVA

Nearby Offices

OSAIC WEALTH, INC. · FORT ATKINSON, WI
EDWARD JONES · FORT ATKINSON, WI
CETERA INVESTMENT ADVISERS LLC · FORT ATKINSON, WI

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