Mckenna Jaye Adams
Investment adviser representative at Edward Jones
12 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
12 years in the industry.
- Edward JonesNov 2025 to now
- Grit FocollcDec 2024 to Nov 2025
- Patterson DentalDec 2023 to Nov 2025
- LululemonMay 2023 to Oct 2023
- Align TechnologySep 2021 to Jan 2024
- Arete Surgical CenterJun 2021 to Aug 2021
- Enterprise Rent A CarJan 2021 to Jun 2021
- Weakland Bros GreenhouseMar 2020 to Aug 2020
- House of SpiritsJun 2019 to Jan 2021
- Otf Norcol FitnessApr 2019 to Jul 2019
- Heron Lakes Golf OperationsMar 2019 to Aug 2019
- Hale and BradfordSep 2018 to Sep 2020
- 24 Hour FitnessJul 2018 to Dec 2018
- Columbine Care CenterMay 2016 to Oct 2019
- Colorado State UniversityAug 2014 to Dec 2020
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 8179172
- Firm CRD
- 250