Meagan Beresford

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

• 01/2024 → Present
  Edward Jones
  St Louis, MO
• 07/2023 → 01/2024
  Robert Half
  Boulder, CO
• 01/2018 → 01/2019
  Ziggi's Coffee
  Longmont, CO
• 10/2019 → 01/2024
  Wright Kingdom Realtors
  Boulder, CO
• 01/2023 → 04/2023
  Sylva Inc.
  New York, NY
• 08/2022 → 04/2023
  Legal Operators
  Mountain View, CA
• 12/2018 → 06/2022
  Corporate Legal Operations Consortium
  San Jose, CA
• 06/2017 → 10/2017
  Channel Maven Consulting
  Boulder, CO
• 02/2014 → 06/2017
  Avnet Technologies, Inc.
  Broomfield, CO

Other Businesses

Meagan Beresford Type of business: Residential Rental Property Longmont, CO Start date: 12/1/2021 Manager Hours per week: 0 Hours during trading: 0 This is a residential rental property that's managed by a property management company. The GAC is what we currently bring in after property management costs are deducted, prior to our mortgage and any applicable maintenance costs.

Exams

• S66 Uniform Combined State Law Examination
  2024-12-13

Other Names

• Meagan Marie Beresford