Baylor Melchiori
Advisor at Edward Jones
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Coffeyville, KS 67337
Credentials
Series 66
Industry experience
3 years
About
Baylor Melchiori is a financial advisor with Edward Jones in Coffeyville, KS, holding a Series 66 designation and three years of industry experience. Prior to his current role, he worked in landscape management and was involved with the YMCA of Norman. Edward Jones is a full-service wealth management firm serving over four million clients, including individual households and institutional investors. The firm offers a range of investment advisory programs and maintains a large national network of financial advisors and branch offices.
Client services
Based on Edward Jones
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Retirement income strategy
General estate planning guidance
Multi-generational wealth transfer
Business ownership considerations
Occupation focus
Founder/Business Owner
Demographic focus
Intergenerational Families
Fee options
$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)
Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.
Location
216 W 9 Th St
Coffeyville, KS 67337
Most active in
Baylor M has reported serving >5 clients in these states in the last 12 months.
Kansas · Texas
Work history
Edward Jones
2021 - Present (5 years)
All Seasons Landscape Management
2019 - 2020 (1 year)
YMCA of Norman
2018 - 2021 (3 years)
Edward Jones
2017 - 2020 (3 years)
Student
2011 - 2017 (6 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Trevor W
Series 66
Coffeyville, KS
Edward Jones
Trevor Watson is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior work includes roles at the Salina Country Club and FedEx. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals and institutions. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branches nationwide.
Brian M
Series 66
Coffeyville, KS
Edward Jones
Brian Melchiori is a financial advisor at Edward Jones in Coffeyville, KS, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 advisors and 15,000 branch offices.
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