Michelle Mccarthy

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

• 07/2023 → Present
  Edward Jones
  St Louis, MO
• 05/2021 → 07/2023
  Unemployed
  Elmhurst, IL
• 08/2011 → 05/2021
  United Airlines
  Chicago, IL

Other Businesses

Rental Property Type: Rental Property Date: 01/01/20 Title: Spouse Owned Trad Hrs: 0 Tot Hrs: 0 Desc: Husband owns rental property. Monthly Rent is $1,950. City-State: Indianapolis IN * Rental Property Type: Rental Property Date: 04/01/10 Title: Spouse Owned Trad Hrs: 0 Tot Hrs: 0 Desc: Husband owns property. Monthly rent is $1,500. City-State: Indianapolis IN * Rental Property Type: Rental Property Date: 05/01/20 Title: Owner Trad Hrs: 0 Tot Hrs: 0 Desc: Owner of condo unit. Rent it out for $3400 per month. City-State: Indianapolis IN * Rental Property Type of business: Rental Property Indianapolis, IN Start date: 1/1/2020 Spouse owns rental property Hours per week: 0 Hours during trading: 0 Rental property * Rental Property Type of business: Rental Property Chicago, IL Start date: 5/1/2020 Owner Hours per week: 0 Hours during trading: 0 Owner * Rental Property Type of business: Rental Property East Dundee, IL Start date: 4/1/2010 Spouse owns rental property Hours per week: 0 Hours during trading: 0 Rental Property * Big Bolt LLC Type of business: Custom Fastener Manufacturer Bloomingdale, IL Start date: 11/1/2021 0 Hours per week: 0 Hours during trading: 0 LPT * Rental Equipment Type of business: LLC Elmhurst, IL Start date: 12/1/2025 Husband's LLC Rental Equipment Hours per week: 0 Hours during trading: 0 Husband's LLC will receive rental income of approx. $11K a month

Exams

• S66 Uniform Combined State Law Examination
  2023-10-02

Other Names

• Michelle Lynn Worley
• Michelle Worley Mccarthy