Joshua Mcniel
Investment adviser representative at Edward Jones
11 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
11 years in the industry.
- Edward JonesAug 2025 to now
- MedsDec 2024 to Aug 2025
- The Er GroupApr 2024 to Dec 2024
- SrhsSep 2021 to Apr 2024
- Memorial Hospital At GulfportSep 2019 to Sep 2021
- University of South AlabamaMay 2017 to Jul 2019
- First United Methodist Church of Downtown GulfportJun 2015 to Apr 2017
- Memorial Hospital At GulfportJun 2015 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (MS).
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
- 8144065
- Firm CRD
- 250