Megan Elizabeth Patterson

Mount Pleasant, SC

CRD 7788290

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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

Authority	Category	Status	Date
TX	RA	APPROVED	2025-07-30
SC	RA	APPROVED	2023-10-04

TX RA
APPROVED

Since 2025-07-30
SC RA
APPROVED

Since 2023-10-04

Branch Locations

Mount Pleasant, SC • United States

244 A Calhoun Street, Charleston, SC 29401-1308 • 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

Organization	City	State	From	To
Edward Jones	St Louis	MO	08/2023	Present
Blackbaud	Charleston	SC	03/2022	08/2023
Strata Decision Technology	Chicago	IL	01/2019	03/2022
Cdw	Chicago	IL	05/2017	11/2018
Education Solutions	Madison	WI	10/2016	05/2017
Computer Packages Inc	Rockville	MD	08/2015	10/2016

08/2023 → Present

Edward Jones

St Louis, MO
03/2022 → 08/2023

Blackbaud

Charleston, SC
01/2019 → 03/2022

Strata Decision Technology

Chicago, IL
05/2017 → 11/2018

Cdw

Chicago, IL
10/2016 → 05/2017

Education Solutions

Madison, WI
08/2015 → 10/2016

Computer Packages Inc

Rockville, MD

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-10-02

S66 Uniform Combined State Law Examination

2023-10-02

View on SEC IAPD

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