Anthony W Mckinzie

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2013 → 02/2017
  Wells Fargo Advisors Financial Network, Llc
  St. Louis, MO
• 02/2017 → 09/2022
  Wells Fargo Clearing Services Llc
  St Louis, MO
• 09/2022 → 01/2023
  Wells Fargo Securities Llc
  Saint Louis, MO
• 01/2023 → 10/2025
  Wells Fargo Advisors Financial Network, Llc
  St. Louis, MO
• 04/2026 → Present
  Edward Jones
  St Louis, MO
• 11/2025 → 03/2026
  Unemployed
  Fairview Heights, IL

Previous Registrations

• 2023-02-07 → 2025-11-21
  Wells Fargo Clearing Services, Llc
  St. Louis, MO
• 2023-02-03 → 2025-11-20
  Wells Fargo Advisors Financial Network, Llc
  St. Louis, MO
• 2017-03-24 → 2022-08-23
  Wells Fargo Clearing Services, Llc
  St. Louis, MO
• 2016-11-07 → 2017-03-14
  Wells Fargo Advisors Financial Network, Llc
  St. Louis, MO

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-11-07
• S63 Uniform Securities Agent State Law Examination
  2001-06-11

Other Names

• Anthony Wayne Mckinzie
• Anthony Mckinzie
• Anthony Wayne Mckinzie
• Anthony Wayne Mckinzie