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Judi Rubin McAnaw

Edward Jones

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About Judi Rubin McAnaw

Judi Rubin McAnaw has been in the financial services industry since 1991. Judi is currently a registered representative with Edward Jones, working in the Armonk, NY branch. Prior to joining Edward Jones, Judi had worked with several firms including J.P. Morgan Securities LLC, Citigroup Global Markets Inc., Dreyfus Service Corporation, Mitchell Hutchins Asset Management Inc., Kidder, Peabody & Co. Incorporated, PaineWebber Incorporated, and Lehman Brothers Inc. Judi has a wide range of experience and expertise in the financial industry. Judi holds several licenses, including the Series 7 and the Series 63. Judi can assist clients with a variety of financial planning needs, including portfolio management for individuals and businesses, pension consulting, and selection of other advisors.

Firm Information

Judi McAnaw 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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Judi McAnaw’s Registration & Firm History

NY

02/20/2019 - Present

Edward Jones (Armonk NY)

NY

11/17/2010 - 03/05/2018

J.P. MORGAN SECURITIES LLC (NEW YORK NY)

NY

11/22/2007 - 03/18/2009

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

NY

06/05/1997 - 11/03/2005

DREYFUS SERVICE CORPORATION (NEW YORK NY)

NY

04/10/1995 - 04/29/1997

MITCHELL HUTCHINS ASSET MANAGEMENT INC. (NEW YORK NY)

NY

03/13/1994 - 03/17/1995

KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)

NJ

07/27/1992 - 04/18/1994

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

NY

10/22/1986 - 10/11/1991

LEHMAN BROTHERS INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 01/06/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/18/1986

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 Judi Rubin McAnaw.
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