Megan Uht
Investment adviser representative at Edward Jones
11 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
11 years in the industry.
- Edward JonesSep 2023 to now
- Balanced SolutionsAug 2022 to Dec 2022
- The Center for Orthopedic and Neurosurgical Care and ResearchDec 2021 to Dec 2022
- Central Oregon Community CollegeSep 2021 to Jun 2023
- Retro Rides LLCSep 2020 to Aug 2023
- The Center for Orthopedic and Neurosurgical Care and ResearchOct 2017 to Sep 2021
- First Interstate BankOct 2015 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (OR, 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
- 7809723
- Firm CRD
- 250