Unclaimed
Meredith Cabell Jones is an investment advisor representative with Moloney Securities Asset Management LLC. Meredith has been in the securities industry for over 30 years, holding previous positions with Hancock Securities Group, LLC, Raymond James Financial Services, Inc., A. G. Edwards & Sons, Inc., Stifel, Nicolaus & Company, Incorporated and Wedgewood Partners, Inc. Meredith is licensed in 18 states. Meredith is a member of the Bellefontaine Cemetery Association Finance Committee.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MO
02/23/2016 - Present
Moloney Securities Asset Management LLC (MANCHESTER MO)
MO
05/30/2006 - 04/01/2011
HANCOCK SECURITIES GROUP, LLC (ST. LOUIS MO)
MO
08/19/1999 - 05/31/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. LOUIS MO)
MO
01/07/1994 - 08/25/1999
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
MO
10/04/1990 - 01/17/1994
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
MO
05/25/1988 - 10/05/1990
WEDGEWOOD PARTNERS, INC. (ST. LOUIS MO)
NA
05/03/1985 - 01/09/1987
MASSACHUSETTS FINANCIAL SERVICES COMPANY
IA
Issued 03/12/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/24/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/07/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1988
Series 7 - General Securities Representative Examination
BC
Issued 04/30/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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