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Mark Christopher Platt

Edward Jones

Ottawa, IL

CRD 4557240

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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 2014-08-26
IL RA APPROVED 2007-06-07
  • TX RA
    APPROVED_RES
    Since 2014-08-26
  • IL RA
    APPROVED
    Since 2007-06-07

Branch Locations

130 W Lafayette Street, Ottawa, IL 61350 • 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 06/2002 Present
Other Businesses

Wallace Grade School Board of Directors Ottawa, IL Start date: 4/1/2021 Board Member Hours per week: 0 Hours during trading: 0 General School Board responsibilities OTTAWA YMCA BOARD Ottawa, IL Start date: 1/1/2012 DIRECTOR Hours per week: 0 Hours during trading: 0 HELP IN ASSISTING BOARD ON DECISIONS REGARDING MAINTENCE,GROWTH,FINANCE FOR THE LOCAL YMCA

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-06-05
S63 Uniform Securities Agent State Law Examination 2002-08-29
  • S66 Uniform Combined State Law Examination
    2007-06-05
  • S63 Uniform Securities Agent State Law Examination
    2002-08-29

View on SEC IAPD

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