Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffery? Claim Your ProfileJeffery Carl McKay is a financial advisor at Edward Jones with over 30 years of experience in the financial services industry. Jeffery is registered with FINRA and holds Series 6, 7, 9, 10, 63, 65 and 66 licenses, and is also a Certified Financial Planner. Jeffery's previous employment history includes roles at Wells Fargo Advisors, FSC Securities Corporation, ING Financial Partners, Inc., MetLife Investors Distribution Company, Walnut Street Securities, Inc., M&I Brokerage Services, Inc., Raymond James Financial Services, Inc., Franklin Financial Services Corporation and FN Investment Center. Jeffery has been with Edward Jones since 2013 and provides financial planning and portfolio management services for individuals, families, businesses and institutions.
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
04/12/2013 - Present
Edward Jones (CONCORD VILLAGE MO)
MO
03/15/2011 - 04/10/2013
WELLS FARGO ADVISORS, LLC (CHESTERFIELD MO)
MO
07/31/2008 - 11/02/2010
FSC SECURITIES CORPORATION (ST. LOUIS MO)
MO
11/12/2007 - 07/07/2008
ING FINANCIAL PARTNERS, INC. (ST LOUIS MO)
NY
12/11/2004 - 12/07/2005
METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK CITY NY)
CA
03/25/2004 - 12/11/2004
METLIFE INVESTORS DISTRIBUTION COMPANY (NEWPORT BEACH CA)
CA
03/25/2004 - 11/12/2004
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
WI
02/18/2003 - 11/17/2003
M&I BROKERAGE SERVICES, INC. (MILWAUKEE WI)
FL
10/05/2001 - 02/19/2003
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
CA
01/04/2001 - 10/10/2001
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
TX
06/03/1993 - 01/03/2001
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
CA
06/23/1988 - 06/01/1993
FN INVESTMENT CENTER (SACRAMENTO CA)
BOTH
Issued 08/07/2008
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/30/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/22/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/05/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/1991
Series 7 - General Securities Representative Examination
BC
Issued 06/22/1988
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
Not sure Jeffery McKay is the right advisor for you? Invested Better is here to help.
