Trevor Allen Mccarley
Investment adviser representative at Edward Jones
19 yearsExperience
1 stateRegistered 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
19 years in the industry.
- Edward JonesMay 2025 to now
- Jaykay Wealth Advisors, Inc.Mar 2021 to Apr 2025
- LPL Financial LLCMar 2021 to Apr 2025
- Wells Fargo BankSep 2020 to Apr 2021
- Wells Fargo Advisors, LLCNov 2017 to Sep 2020
- Randstad USA LLCJun 2017 to Feb 2018
- Texas A&m University Department of Animal ScienceOct 2014 to May 2017
- Full Time StudentJan 2007 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (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
- 6660033
- Firm CRD
- 250