Beau Melton
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.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Retirement plans for business owners (SEP, solo 401k)
College savings (529s, UTMA, etc.)
General estate planning guidance
Active portfolio management
General retirement planning
Work history
Edward Jones Investments
2020 - Present (6 years)
Unemployed
2020 - 2020 (1 year)
Student at University of Idaho
2020 - 2020 (1 year)
College at Krakow School of Economics
2019 - 2019 (1 year)
Greenshield Pest Control
2018 - 2019 (1 year)
University of Idaho
2017 - 2018 (1 year)
College Education at University of Idaho
2016 - 2019 (3 years)
Lindsay Creek Vineyards
2016 - 2020 (4 years)
Village Centre Cinemas
2013 - 2016 (3 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.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Moscow, ID
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Dennis L
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Pullman, WA
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Kadie R
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