Meghan
Casey

Edward Jones

CRD#6412456
Investment Advisor
in Milford, NJ

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About this Advisor

Meghan Casey is an advisor who is based out of Milford, New Jersey. Currently a registered advisor with Edward Jones, Casey has 10 years of work experience. Casey has Series 63 and Series 66 licenses, qualifying the advisor as a securities agent. Casey is registered to advise customers based out of New Jersey. Their career trajectory has included roles at Jp Morgan Securities LLC, Jpmorgan Chase Bank and Edward Jones. Edward Jones is headquartered in Milford, New Jersey, and has 14,439 brick-and-mortar locations across the United States. In aggregate, Edward Jones manages $423 billion in assets covering 3,336,586 accounts and employs more than 25,919 people. The amount of assets the firm manages makes it one of the largest firms in the United States. The firm manages 1,067,474 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 10% of the firm's customers are high-net-worth individuals, meaning they have over $1 million in investable assets. Edward Jones can provide portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm's fees may include asset-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

10 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Disclosures

No

Office Location

547 Milford Warren Glen Rd
Milford, NJ 08848

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Edward Jones Brokerage Details

Total Assets Under Management

$423,236,579,906

NJ Average: $11,469,110,461
Total Number of Employees

25,919

NJ Average: 458
Total Number of Accounts

3,336,586

NJ Average: 33,415
Average Account Size

$126,847

NJ Average: $343,232

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Meghan Casey Work History

Meghan has 10 years of experience.

2016 - Present (4 years)

Edward Jones

2014 - 2016 (2 years)

Jp Morgan Securities LLC

2013 - 2014 (1 year)

Jpmorgan Chase Bank

2011 - 2013 (2 years)

Jpmorgan Chase Bank

Disclosures

Meghan Casey has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Edward Jones

Marcelo Fallick
Houston, TX
Nicholas Horstman
Williamston, MI
Brian Webb
Madisonville, KY
Ryan Collins
Amery, WI
Danielle Patnode
Erie, CO
Nolan Jeter
Atlanta, GA
Meghan Casey
Milford, NJ
Donald Smith
Suffolk, VA

This content was compiled from the SEC and FINRA.

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