Jeffery McKayCRD Number: 1845071
Current Firm: Edward Jones
Jeffery McKay (CRD# 1845071) is an Investment Advisor Representative working at Edward Jones in Concord, MO and has over 29 years of experience in the finance industry. Jeffery McKay has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|Edward Jones||St Louis, MO||Apr 2013 - Current||4|
|Wells Fargo Advisors LLC||Chesterfield, MO||Feb 2011 - Apr 2013||2|
|Unemployed||St. Louis, MO||Nov 2010 - Feb 2011||< 1|
|Butler Associates||St. Louis, MS||Aug 2008 - Oct 2010||2|
|Fsc Securities Corporation||St. Louis, MO||Jul 2008 - Oct 2010||2|
|Unemployed||St. Louis, MO||Jul 2008 - Jul 2008||< 1|
|Ing Financial Partners||St Louis, MO||Nov 2007 - Jul 2008||< 1|
|The Marketing Alliance||St Louis, MO||Nov 2006 - Jul 2008||1|
|The Marketing Alliance||St. Louis, MO||May 2006 - Jul 2008||2|
|Metlife Investors||St Louis, MO||Feb 2004 - Nov 2006||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1988|
|S65||NASAA Investment Advisors Law Examination||Dec 1999|
|S66||NASAA Uniform Combined State Law Examination||Aug 2008|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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