John William Misner

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

• 02/1994 → 02/2019
  Rbc Capital Markets Corporation
  Kirkland, WA
• 02/2019 → 04/2019
  Massmutual Life Insurance Company
  Seattle, WA
• 03/2019 → 04/2019
  Mml Investors Services Llc
  Seattle, WA
• 04/2019 → Present
  Edward Jones
  St Louis, MO

Previous Registrations

• 2019-03-12 → 2019-04-16
  Mml Investors Services, Llc
  Seattle, WA
• 2016-02-26 → 2019-03-12
  Rbc Capital Markets, Llc
  Seattle, WA
  Kirkland, WA
  Bellevue, WA

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-02-26
• S63 Uniform Securities Agent State Law Examination
  1986-03-20

Other Names

• John W Misner
• John William Misner