Megan Sheffield, financial advisor Mechanicsville VA
90 score

Megan Sheffield

CRD Number: 6091901
Current Firm: Edward Jones

Megan Sheffield (CRD# 6091901) is an Investment Advisor Representative working at Edward Jones in Mechanicsville, VA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Jul 2012 - Current 4
Dominos Pizza Williamsburg, VA May 2011 - May 2012 1
College Of William And Mary Williamsburg, VA Jun 2010 - May 2012 1
College Of William And Mary Williamsburg, VA Aug 2008 - May 2012 3
College And William And Mary Williamsburg, VA Aug 2011 - Nov 2011 < 1
University Directories Chapel Hill, NC Jun 2011 - Aug 2011 < 1
Private Employer Williamsburg, VA May 2009 - Aug 2011 2
Quiznos Newport News, VA Apr 2010 - Aug 2010 < 1
Quiznos Glen Allen, VA Jan 2009 - Jun 2009 < 1
Hanover County Public Schools Hanover, VA Jan 2009 - Jun 2009 < 1
Bed Bath And Beyond Glen Allen, VA Jun 2008 - Aug 2008 < 1
Mcdonalds Glen Allen, VA Jun 2008 - Jul 2008 < 1
Patrick Henry High School Ashland, VA Sep 2004 - Jun 2008 3
Mcdonalds Ashland, VA Mar 2007 - Dec 2007 < 1
Ukrop's Ashland, VA Jul 2006 - Jun 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2012
Contact Info for Megan Sheffield
Phone Number: 314-515-2000
Registered State(s):
  • MO
  • VA
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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