Kevin Mack

Berkeley Heights, NJ

CRD 4586323

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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

Authority	Category	Status	Date
TX	RA	APPROVED	2025-07-22
NJ	RA	APPROVED	2017-08-28

TX RA
APPROVED

Since 2025-07-22
NJ RA
APPROVED

Since 2017-08-28

Branch Locations

455 Springfield Ave, Berkeley Heights, NJ 07922-1110 • 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

Organization	City	State	From	To
Edward Jones	St Louis	MO	07/2017	Present
Unemployed	Summit	NJ	10/2015	06/2017

07/2017 → Present

Edward Jones

St Louis, MO
10/2015 → 06/2017

Unemployed

Summit, NJ

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-08-26
S63	Uniform Securities Agent State Law Examination	2002-10-17

S66 Uniform Combined State Law Examination

2017-08-26
S63 Uniform Securities Agent State Law Examination

2002-10-17

Designations

Certified Financial Planner

Other Names

Kevin Matthew Mack

View on SEC IAPD

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Nearby Offices

ALLSTATE FINANCIAL ADVISORS, LLC · BERKELEY HEIGHTS, NJ

J.P. MORGAN SECURITIES LLC · Berkeley Heights, NJ

WELLS FARGO CLEARING SERVICES, LLC · BERKELEY HEIGHTS, NJ

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