Edward Jones - Financial Advisor: Patrick J Meskell, CEPA®|AAMS®
Financial Advisors · Ramona, CA
We built this from public sources. If something's wrong, the firm can submit a correction.
What we found
Every fact with its value and the sources behind it. Where sources disagree we show both, and anything resting on a single source is flagged.
| Fact | Value | Sources | Citations |
|---|---|---|---|
| Service delivery model | Only on listings | 0 | edwardjones.comSelf-published foursquare.comAggregated yellowpages.comAggregated |
1 fact·3 sources·0 contested·1 not confirmed
Self-claims
What the firm states about itself — operational facts and self-promotion, kept apart.
Stated facts
First-party · firm-statedFirst-party operational facts — hours, services, the firm's own descriptors.
- Category Financial Advisor edwardjones.comSelf-published
- Who they work with Individual investors & DIY edwardjones.comSelf-published
- Professional certifications AAMS edwardjones.comSelf-published
- Registration Registered broker-dealer and investment adviser edwardjones.comSelf-published
- Service delivery model in_person edwardjones.comSelf-published
- Services Capital-Markets edwardjones.comSelf-published
- Services Education & college funding edwardjones.comSelf-published
- Services Education-Savings edwardjones.comSelf-published
- Services Estate & legacy planning edwardjones.comSelf-published
- Services Financial services edwardjones.comSelf-published
- Services Financial-Protection edwardjones.comSelf-published
- Services Fixed-Income edwardjones.comSelf-published
- Services Insurance & risk planning edwardjones.comSelf-published
- Services Investment management edwardjones.comSelf-published
- Services Retirement planning edwardjones.comSelf-published
- Services Small-Business-Owner-Finances edwardjones.comSelf-published
- Services Wealth management edwardjones.comSelf-published
- Years in practice 100-year old edwardjones.comSelf-published
Performance claims
Self-described · not endorsedSelf-promotion, kept with its source.
No performance claims are currently recorded.
Themed claims
Claims that recur across sources, clustered by theme — each with its sources and citation count.
CEPA, AAMS
3 citesKey facts
The firm's core identity facts, drawn from the sourced ledger below.
- Main location
- ramona, cayelp.comAggregatededwardjones.comSelf-publishededwardjones.comSelf-published
- Established in
- 1922edwardjones.comSelf-publishededwardjones.comSelf-publishededwardjones.comSelf-publishededwardjones.comSelf-publishededwardjones.comSelf-publishededwardjones.comSelf-published
- Years in practice
- 100-year old · 103 Yearsedwardjones.comSelf-publishededwardjones.comSelf-publishededwardjones.comSelf-publishedyellowpages.comAggregated
- Registration
- Registered broker-dealer and investment adviseredwardjones.comSelf-publishededwardjones.comSelf-publishededwardjones.comSelf-publishededwardjones.comSelf-publishededwardjones.comSelf-published
- Professional certifications
- CEPA, AAMS · AAMSchamberofcommerce.comAggregatedchamberofcommerce.comAggregatedus.nextdoor.comAggregatedmapquest.comAggregatedfoursquare.comAggregatededwardjones.comSelf-publishedmapquest.comAggregatedyellowpages.comAggregated
- Services
- Financial services, wealth management, investing, retirement planning, education savings, insurance, fixed income, capital markets, legacy planning, small business owner finances · Retirement planning, college savings, financial protection · retirement planning, education savings, tax-smart investing · Investment Servicesedwardjones.comSelf-publishededwardjones.comSelf-publishededwardjones.comSelf-publishededwardjones.comSelf-publishededwardjones.comSelf-publishededwardjones.comSelf-publishedfoursquare.comAggregatedlocal.yahoo.comAggregated
- Who they work with
- individual investorsedwardjones.comSelf-publishededwardjones.comSelf-publishededwardjones.comSelf-published
In their words
Short excerpts from the sources behind this profile. The firm's own wording is marked.
Self-described · not endorsed The firm's own words are tinted and italicised.
Edward Jones is a 100-year old full-service, financial services firm that is built for today.
Find store hours and driving directions for your CVS pharmacy in Carlsbad, CA.
2026 Fortune 100 Best Companies to Work For, published April 2026, research by Great Places to Work, data as of July 2025.
Edward Jones' U.S. financial advisors
Edward Jones - Financial Advisor: Tom Egan, CEPA|AAMS
Patrick J Meskell, AAMS®
Our services include retirement planning, education savings, and tax-efficient investment strategies.
We specialize in helping individuals investors rather than institutions.
Where every fact comes from
We read 125 mentions across the web and boiled them down to 47 confirmed facts — each with its source, date, and how we checked it.
› Where every fact comes from
How we checked — what each label means·Verified matched its source·From page metadata read from the site's code
Credentials
Verified credentials are checked against an external registry; self-asserted ones come from the firm's own materials.
Self-asserted
2 · from the firm's own materials · unverifiedFor reference, not advice. Nothing on this page is legal, tax, or financial advice. Current registration and disciplinary status are held by the linked authorities, which are authoritative where this page and they differ.
What we do not know
Attributes we couldn't establish from the available sources.
- — Fiduciary statusNothing public to confirm this Nothing public to confirm this
- — How they're paidNothing public to confirm this Nothing public to confirm this
- — Is RIANothing public to confirm this Nothing public to confirm this
- — Service delivery modelOnly on a listing site Only on a listing site
How this page was built
Every fact was extracted from a public source, then re-checked against that source before publishing.