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Melina Thompson

17 Years of Experience
St. Louis, MO
Broker

Melina Thompson is a registered investment advisor at Edward Jones, based in St. Louis, MO, with 17 years of industry experience. Melina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 3,743,795 clients with $820B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
22714 advisors
IM Fee
Planning only
Assets Under Management
$825.0B

Fee Structure

Minimum Investment:$250K

Edward Jones offers an Ongoing Financial Planning Service for a maximum fee of $3,600 per year. This includes a financial plan and periodic updates, generally at least once per year, based on consultations with your financial advisor. You can discuss and revise your plan as needed. The fee may be paid in quarterly installments. To be eligible, you must have at least $250,000 enrolled in one or more Edward Jones Advisory Programs.

Edward Jones offers a Point in Time Financial Planning Service for which they do not currently charge a separate fee, but reserve the right to do so in the future. This service includes consultations with your financial advisor who will analyze your situation and provide a personalized financial plan.

Annual Retainer:Up to $3,600/year
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Location

12555 Manchester Road, St. Louis, MO, 63131

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Melina is a silent investor and owner in Thompson AAFN Vets LLC, a restaurant in San Tan Valley, AZ, since 2021. She is responsible for decision-making, keeping the books, and managing the bank account, but dedicates minimal time to this venture.

Employment History
Current Registrations
Edward Jones
May 2022 - Present · 4 yrs
Edward Jones
May 2022 - Present · 4 yrs
Edward JonesBroker
May 2022 - Present · 4 yrs
Previous Registrations
Edward Jones
November 2007 - March 2021 · 13 yrs 4 mos
Edward JonesBroker
November 2007 - March 2021 · 13 yrs 4 mos
Edward Jones
April 2007 - August 2007 · 4 mos
Edward JonesBroker
March 2007 - August 2007 · 5 mos
State Registrations1 state
AZ
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.