Meredith A Davis
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 JonesJul 2026 to now
- St. Tammany Parish HospitalJun 2024 to Jun 2026
- Our Lady of the Lake Medical CenterNov 2022 to May 2024
- Counterculture Frozen YogurtMar 2022 to Nov 2022
- UnemployedDec 2020 to Mar 2022
- O2 Physical TherapyJul 2020 to Jan 2021
- UnemployedAug 2019 to Jul 2020
- Just Chillin/flying DollysMar 2018 to Aug 2019
- UnemployedJul 2016 to Mar 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (LA).
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
- 8166233
- Firm CRD
- 250