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
Years of Experience
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Edward Jones Brokerage Details
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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.
Jp Morgan Securities LLC
Jpmorgan Chase Bank
Jpmorgan Chase Bank
Meghan Casey has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Edward Jones