Board Removes Edward Jones From Brokerage Resolution
Town of MontreatCity · NC- Document date
- Jul 9, 2026
The 30-second brief
Montreat’s Board discussed establishing a brokerage account and revised draft resolution language that had named Edward Jones Investments, opting instead to reference a generic qualified financial institution. No specific brokerage contract with Edward Jones was approved.
Edward Jones Investments holds this financial services contract with Town of Montreat. Its other public contracts on record include work for Mayes County Rural Water District 2 and Ravalli County.
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Contract details
- Contract type
- Financial Services
- Document date
- July 9, 2026
- Vendor
- Edward Jones Investments
- Agency
- Town of Montreat
- Source document
- Town of Montreat Board of Commissioners Meeting Agenda 2026-07-09 (Agenda)
Edward Jones Investments's other public contracts
More Town of Montreat contracts
Questions about this contract
Who was awarded the financial services contract by Town of Montreat?
Edward Jones Investments was awarded this financial services contract by Town of Montreat, as recorded on July 9, 2026.
What type of contract is this?
This is a Financial Services contract, documented as a agenda record.
Where was this contract approved?
This contract appears in Town of Montreat Board of Commissioners Meeting Agenda 2026-07-09 (Agenda), dated July 9, 2026 from Town of Montreat. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
What other contracts does Edward Jones Investments hold?
Edward Jones Investments may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.
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What is Town of Montreat currently buying?
Explore Town of Montreat's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.