MB
CFP
MB
CFP

Melissa Bower

12 Years of Experience
Lamar, CO
Broker

Melissa Bower is a CFP-designated registered investment advisor at Edward Jones, based in Lamar, CO, with 12 years of industry experience. Melissa is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24113 advisors
Number of Clients
4,069,320 clients
Average Client Portfolio
$249K average
Assets Under Management
$1013.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.40%

The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

800 South Main Street, Lamar, CO, 81052

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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

Melissa owns Earth Sisters Body Works, manufacturing and selling natural body products since 2013, dedicating minimal time. She also works as a part-time professor at Morgan Community College since 2019, teaching Introduction to Business, spending a few hours per week.

Employment History
Current Registrations
Edward Jones
September 2019 - Present · 7 yrs 1 mo
Edward JonesBroker
September 2019 - Present · 7 yrs 1 mo
Previous Registrations
Prudential Financial Planning Services
March 2017 - September 2019 · 2 yrs 6 mos
Pruco Securities, LLC.Broker
February 2014 - September 2019 · 5 yrs 7 mos
State Registrations23 states
AKARAZCACOFLIDINKSKYLAMIMOMTNCNENMOKTXVAWAWVWY
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.