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Marc David Beelman

Edward Jones

Prairie Village, KS

CRD 2905602

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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 2014-08-19
KS RA APPROVED 2006-10-23
  • TX RA
    APPROVED
    Since 2014-08-19
  • KS RA
    APPROVED
    Since 2006-10-23

Branch Locations

4200 Somerset Drive Suite 160, Prairie Village, KS 66208 • 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 04/2006 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2006-06-09
S65 Uniform Investment Adviser Law Examination 1997-09-04
  • S63 Uniform Securities Agent State Law Examination
    2006-06-09
  • S65 Uniform Investment Adviser Law Examination
    1997-09-04
Designations
  • Chartered Financial Analyst
Other Names
  • Marc D Beelman
  • Marc David Beelman

View on SEC IAPD

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