Jesse J Malone
Investment adviser representative at Edward Jones
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Edward JonesNov 2025 to now
- UnemployedOct 2025 to Nov 2025
- CostcoFeb 2025 to Oct 2025
- UnemployedJul 2024 to Feb 2025
- Jacobs & JacobsJul 2023 to Jul 2024
- Pikula TaxMay 2022 to Jul 2023
- UnemployedMar 2022 to May 2022
- H&r BlockMar 2021 to Mar 2022
- Edward JonesJan 2017 to Mar 2021
- Ojai Valley Inn & SpaJan 2016 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 6953916
- Firm CRD
- 250