Mason Melby
Investment adviser representative at Edward Jones
16 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
16 years in the industry.
- Edward JonesJun 2020 to now
- First Interstate BankJun 2019 to Mar 2020
- Bretz Rv and MarineMar 2019 to Apr 2019
- Jrb ConstructionFeb 2019 to Feb 2019
- Edward JonesDec 2017 to Jan 2018
- Full-time EducationJan 2015 to Dec 2018
- Melby's Seamless RainguttersJun 2010 to May 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (MT, 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
- 7254345
- Firm CRD
- 250