Samuel Mingear

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2017 → 03/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
• 08/2015 → 05/2017
  University Of Central Florida
  Orlando, FL
• 05/2017 → 03/2024
  Bank Of America, N.A.
  Jacksonville, FL
• 03/2024 → Present
  Edward Jones
  St Louis, MO

Previous Registrations

• 2019-10-07 → 2024-03-04
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
  Jacksonville, FL
  New York, NY
  Jacksonville, FL
  Chicago, IL

Exams

• S66 Uniform Combined State Law Examination
  2019-10-03
• S63 Uniform Securities Agent State Law Examination
  2017-10-10

Other Names

• Samuel S. Mingear