Megan Copsey
Investment adviser representative at Edward Jones
10 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
10 years in the industry.
- Edward JonesAug 2025 to now
- CarerevOct 2022 to Dec 2022
- Medical SolutionsMay 2022 to Feb 2023
- Barnes Jewish HospitalMay 2021 to Aug 2025
- Goldfarb School of Nursing At Barnes Jewish CollegeMay 2020 to May 2021
- CyclebarMar 2020 to Aug 2025
- TargetMar 2020 to Apr 2020
- The Fabulous FoxJan 2020 to Mar 2022
- University of Missouri School of MedicineAug 2019 to Dec 2019
- Washington University School of MedicineJul 2017 to Jul 2019
- Climb So IllMar 2017 to Sep 2017
- ScribeamericaSep 2016 to Jul 2017
- Saint Louis UniversityMay 2016 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (MO, 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
- 8144067
- Firm CRD
- 250