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John Maiello

Edward Jones

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About John Maiello

John Maiello is a financial advisor with Edward Jones. John has been in the financial industry since 2005 and has worked with a variety of clients, including individuals, families, businesses, and retirement plans. John is committed to providing personalized financial advice and helping his clients achieve their financial goals. John holds Series 7, 7TO, 31, 55, 63, and 65 securities licenses. John is also registered with the state of New Jersey.

Firm Information

John Maiello is currently registered with Edward Jones. Edward Jones is a financial services firm headquartered in St. Louis, Missouri, that offers investment management and financial planning services to individuals, families, and businesses. Founded in 1941, the firm has a nationwide network of over 19,832 licensed agents and 22,210 registered representatives. Edward Jones manages approximately $10 billion to $50 billion in assets for a variety of clients, including high-net-worth individuals, corporations, and pension plans. The firm provides a range of advisory services, including portfolio management for individuals and businesses, pension consulting, and financial planning. Edward Jones is registered with the Securities and Exchange Commission and holds licenses in all 50 states, the District of Columbia, and Puerto Rico.
Edward Jones

12555 MANCHESTER RD

ST. LOUIS, MO 63131

$824.99B

Assets Under Management

27,895

Total Clients

22,064

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

See schedule d - miscellaneous

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John Maiello’s Registration & Firm History

NJ

09/10/2024 - Present

Edward Jones (CLIFTON NJ)

NY

07/07/2009 - 01/20/2010

MADISON PROPRIETARY TRADING GROUP, LLC (NEW YORK NY)

NJ

07/29/2008 - 07/08/2009

EDWARD JONES (DENVILLE NJ)

NJ

10/18/2006 - 08/07/2008

CITIGROUP GLOBAL MARKETS INC. (LITTLE FALLS NJ)

NJ

01/11/2006 - 10/31/2006

PNC INVESTMENTS (MILLBURN NJ)

IL

06/27/2005 - 01/09/2006

ASSENT LLC (BOLINGBROOK IL)

NY

06/06/2005 - 06/22/2005

HOLD BROTHERS ON-LINE INVESTMENT SERVICES L.L.C. (NEW YORK NY)

NY

01/02/2004 - 06/06/2005

TRILLIUM TRADING LLC (NEW YORK NY)

NY

01/17/2003 - 01/09/2004

CREDIT SUISSE FIRST BOSTON LLC (NEW YORK NY)

NJ

09/28/1999 - 01/17/2003

DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)

NY

10/30/1998 - 03/03/1999

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 09/05/2024

Series 66 - Uniform Combined State Law Examination

IA

Issued 10/26/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/05/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/16/2024

Series 7TO - General Securities Representative Examination

BC

Issued 06/18/2024

SIE - Securities Industry Essentials Examination

BC

Issued 02/02/2007

Series 31 - Futures Managed Funds Examination

BC

Issued 03/09/2001

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 10/29/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for John Maiello.
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