Unclaimed
Jeane Mardi Schell is a registered representative with Edward Jones. Jeane has been in the securities industry since July 3, 2011. Jeane is licensed in 17 states and is also registered with the Securities and Exchange Commission (SEC). Jeane is a dedicated financial advisor with a wide range of experience in providing investment advice to individuals, families, and businesses. Jeane focuses on providing personalized financial planning services and investment management strategies. She has been with Edward Jones since 2011 and has a strong understanding of the company's commitment to client service. Jeane has earned the Series 7 and Series 66 licenses, and is committed to staying up to date on the latest industry trends and regulations. Jeane is dedicated to helping clients achieve their financial goals and build a secure financial future.
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
WI
10/20/2017 - Present
Edward Jones (FRANKLIN WI)
WI
06/02/2016 - 10/17/2017
J.P. MORGAN SECURITIES LLC (WAUKESHA WI)
WI
07/01/2011 - 06/01/2016
EDWARD JONES (WAUKESHA WI)
BOTH
Issued 07/22/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jeane Schell is the right advisor for you? Invested Better is here to help.