Josef Douglas Mccoy
Investment adviser representative at Edward Jones
19 yearsExperience
2 statesRegistered in
$1TFirm assets
62 yearsFirm in business
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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
19 years in the industry.
- Edward JonesJan 2025 to now
- Bank of America, N.A.Feb 2022 to Jan 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2021 to Jan 2025
- Key Investment ServicesSep 2020 to Dec 2021
- Prudential FinancialDec 2019 to Sep 2020
- Josef Mccoy Insurance Agency Inc.Jan 2010 to Jan 2021
- Farmers Financial SolutionsJun 2007 to Nov 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
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
- 5371349
- Firm CRD
- 250