Sarah Emery
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.
Expertise
Retirement income strategy
Retirement plans for business owners (SEP, solo 401k)
Business ownership considerations
Business succession planning
General estate planning guidance
Occupation focus
Founder/Business Owner
Demographic focus
Women Professionals
Work history
Edward Jones
2018 - Present (8 years)
UNEMPLOYED
2018 - 2018 (1 year)
Idaho Wine Merchant
2014 - 2018 (4 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.
Darren C
Series 66
Nampa, ID
Edward Jones
Rodney E
Series 63
Caldwell, ID
Edward Jones
Drew D
Series 66
Nampa, ID
Edward Jones
Wendy B
Series 66
Nampa, ID
Edward Jones
Jill H
Series 66
Caldwell, ID
Edward Jones
Meghan S
Series 66
Kuna, ID
Fidelity
Meghan Schlegel is a Financial Consultant at Fidelity Investments, a position she has held since 2023. She focuses on understanding clients' most important life goals and developing personalized plans to help them work towards achieving those goals. Meghan identifies potential strategies to ensure clients are on a unique path toward financial success. Her professional experience includes roles as an Investment Consultant at Fidelity Investments from 2022 to 2023, an Institutional Consultant at Morgan Stanley-Graystone Consulting in 2022, and a Wealth Advisor Associate at Morgan Stanley from 2020 to 2022. Meghan holds a California Insurance License.
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