Unclaimed
Jalen Mahaney is a financial advisor at Edward Jones. Jalen has been in the financial services industry for over 7 years. Jalen is registered with the state of Missouri and Arizona, and holds Series 66, 7TO, 9, 10, and 24 licenses. Jalen works with individuals, high net worth individuals, businesses, corporations, and trusts. Jalen also works with pension plans, investment clubs, and limited liability companies. Jalen offers financial planning, portfolio management, and pension consulting services. Jalen's clients include individuals, high net worth individuals, trusts, businesses, corporations, partnerships, and other types of entities. Jalen's services are provided through the Edward Jones firm. Jalen’s clients can be located in Arizona, California, Colorado, Missouri, and Nevada.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
MO
02/13/2025 - Present
Edward Jones (ST LOUIS MO)
BOTH
Issued 08/08/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/15/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/07/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/24/2024
Series 24 - General Securities Principal Examination
BC
Issued 07/19/2023
Series 7TO - General Securities Representative Examination
BC
Issued 06/20/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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