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Mark Allen Koznicki

Edward Jones

Chicago, IL

CRD 4218338

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2014-08-28
IL RA APPROVED 2007-02-07
  • TX RA
    APPROVED_RES
    Since 2014-08-28
  • IL RA
    APPROVED
    Since 2007-02-07

Branch Locations

2134 W Lawrence Ave #2, Chicago, IL 60625 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 06/2000 Present
Other Businesses

COMMERICAL RENTAL PROPERTY Type of business: REAL ESTATE CHICAGO, IL Start date: 7/7/2008 OWNER Hours per week: 1 Hours during trading: 0 Maintain property. POLPIS LIGHT HOLDCO, LLC Type of business: SAAS TRAFIC CONTROL AND SANITATION BOSTON, MA Start date: 5/25/2026 LPT Hours per week: 0 Hours during trading: 0 Desc: No responsibilities

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-01-29
S63 Uniform Securities Agent State Law Examination 2000-08-24
  • S66 Uniform Combined State Law Examination
    2007-01-29
  • S63 Uniform Securities Agent State Law Examination
    2000-08-24
Designations
  • Certified Financial Planner

View on SEC IAPD

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