Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jean? Claim Your ProfileJean McMullin is a financial advisor at Edward Jones. Jean has been in the financial industry for over 18 years. Jean has a strong understanding of the financial markets and is committed to providing personalized financial advice to clients. Jean helps clients reach their financial goals, including retirement planning, college savings, and estate planning. Jean holds a Series 6, Series 7, Series 26 and Series 63 license. Jean is registered to provide advisory services in Arizona, California, Florida, Georgia, Maryland, North Carolina, South Carolina, Tennessee, and Virginia.
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
NC
07/12/2023 - Present
Edward Jones (BOILING SPRINGS NC)
NC
09/20/2021 - 07/07/2023
WELLS FARGO CLEARING SERVICES, LLC (MARION NC)
NC
10/26/2020 - 09/09/2021
INFINEX INVESTMENTS, INC. (Shelby NC)
NC
07/05/2013 - 10/21/2020
WELLS FARGO CLEARING SERVICES, LLC (HICKORY NC)
NC
09/02/2011 - 06/10/2013
SUNTRUST INVESTMENT SERVICES, INC. (MORGANTON NC)
NC
04/16/2008 - 01/04/2011
WELLS FARGO ADVISORS, LLC (HICKORY NC)
NC
10/28/2004 - 01/13/2006
WACHOVIA SECURITIES, LLC (MORGANTON NC)
NC
01/29/2004 - 08/06/2004
NCF FINANCIAL SERVICES, INC. (DURHAM NC)
MO
10/10/2001 - 12/19/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
BOTH
Issued 01/20/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/31/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/25/2011
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2013
Series 7 - General Securities Representative Examination
BC
Issued 10/09/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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