Mckenzie Ebbesen, financial advisor Greenwood Village CO
96 score

Mckenzie Ebbesen

CRD Number: 5482156
Current Firm: M. J. Smith And Associates

Mckenzie Ebbesen (CRD# 5482156) is an Investment Advisor Representative working at M. J. Smith And Associates in Greenwood Village, CO and has over 7 years of experience in the finance industry. Mckenzie Ebbesen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Raymond James Financial Services Greenwood Village, CO Sep 2012 - Current 4
M.j. Smith & Associates Greenwood Village, CO Sep 2012 - Current 4
Janus Distributors LLC Denver, CO Oct 2011 - Sep 2012 < 1
Raymond James Financial Services Englewood, CO Jan 2008 - Oct 2011 3
High School Parker, CO Aug 2009 - Nov 2010 1
Self Parker, CO Aug 2007 - Jan 2008 < 1
Mesa Stat College Grand Junction, CO Aug 2005 - May 2007 1
Rib City Grill Fruita, CO May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2009
Contact Info for Mckenzie L. Ebbesen
Phone Number: 303-768-0007
Firm Website: http://www.mj-smith.com
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    692
    MILLIONS
  • Total Number of Accounts
    1,863
    ACCOUNTS
  • Average Account Value
    $371,352
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

CO, TX

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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