Adviser and broker representative · Edward Jones
Trevor Coffey
CRD 7302009 · Mt Pleasant, IA
At a glance
Trevor Coffey is an investment adviser representative with Edward Jones in Mt Pleasant, IA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Trevor’s SEC record dates to 2023, about 3 years ago. Trevor is also registered as a broker representative.
Current advisory firm
- Edward JonesSince August 2023Mt Pleasant, IA · $1.01T in regulatory assets
SEC adviser record
- Registered since
- 2023 (3 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Trevor’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.