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Jeffery M

CFP®, Series 63, Series 65, Series 66

Concord Village, MO

Edward Jones

Jeffery Mc Kay is a CFP® with over 35 years of industry experience, currently serving at Edward Jones since 2013. He holds Series 63, 65, and 66 licenses. Edward Jones is a full-service wealth management firm with over $1 trillion in assets under management, serving individual and institutional clients nationwide through a large network of advisors and branch offices. The firm offers a range of advisory programs including discretionary and non-discretionary strategies, with affiliated mutual funds and various tax-efficient services under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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