Mark McRee, financial advisor Madison MS
89 score

Mark McRee

CRD Number: 6161297
Current Firm: Edward Jones

Mark McRee (CRD# 6161297) is an Investment Advisor Representative working at Edward Jones in Madison, MS and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Jul 2013 - Current 3
Edward Jones St Louis, MO Feb 2013 - May 2013 < 1
Unemployed Madison, MS Apr 2012 - Feb 2013 < 1
State Farm Insurance Jackson, MS Jul 2011 - Apr 2012 < 1
Bogart Associates Washington D.c., DC Feb 2011 - May 2011 < 1
Stennis Institute Starkville, MS Sep 2010 - Dec 2010 < 1
Adams & Reese Washington Dc, MS Jun 2010 - Aug 2010 < 1
Stennis Institute Starkville, MS May 2008 - May 2010 2
Misissippi State University Starkville, MS Aug 2006 - Jan 2010 3
Miskelly Furniture Pearl, MS Jun 2007 - Aug 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2013
Contact Info for Mark M. McRee
Phone Number: 314-515-2000
Registered State(s):
  • MS
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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