Mark-Christopher B Weiss

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

• 08/2015 → Present
  Paperback Scrolls
  Tucson, AZ
• 08/2016 → 11/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Tucson, AZ
• 01/2017 → 11/2019
  Bank Of America, N.A.
  Tucson, AZ
• 11/2019 → Present
  Edward Jones
  St.LOuis, MO

Previous Registrations

• 2016-12-02 → 2019-12-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Tucson, AZ
• 2011-09-22 → 2014-01-07
  Hayes Investment Management
  San Diego, CA
• 2008-02-07 → 2009-09-08
  Wells Fargo Clearing Services, Llc
  Fresno, CA
  Fresno, CA

Other Businesses

"Paperback Scrolls Type of business: Buying and selling used books Marana, AZ Start date: 8/1/2015 Hours per week: 4 Hours during trading: 0 Desc: My wife and I buy and sell used books on amazon.com" "E. Walk Enterprise Type: Bed sheet online retail Date: 12/31/18 Title: Secretary Trad Hrs: 0 Tot Hrs: 2 Desc: order product, file taxes" City-State: Marana AZ"

Exams

• S66 Uniform Combined State Law Examination
  2016-12-01
• S63 Uniform Securities Agent State Law Examination
  2014-01-16

Designations

• Certified Financial Planner

Other Names

• Chris Weiss
• Mark-Christopher B Weiss
• Mark-Christopher B Weiss
• Mark-Christopher Benjamin Weiss