Ryan Patrick Mehalovich
Investment adviser representative at Edward Jones
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1TFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Edward JonesJul 2022 to now
- Midwest Heritage Financial AdvisorsNov 2019 to Jul 2022
- Midwest Heritage Financial ServicesMay 2018 to Jul 2022
- Securities America AdvisorsMay 2018 to Jul 2022
- Securities America IncMay 2018 to Jul 2022
- Northwest Wealth Management LLCJan 2012 to Apr 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
- Series 63 · Uniform Securities Agent State Law2018
State registrations
Registered as an investment adviser representative in 2 states (IA, TX).
Edward Jones
Legal name: Edward D. Jones & Co., L.P.
$1TAssets managed
4,069,320Clients
24,099Advisers
62 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5272363
- Firm CRD
- 250