Michael Walter Mackey

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	2018-07-27

TX RA
APPROVED

Since 2018-07-27

Branch Locations

Mckinney, TX • United States

700 Central Expwy South Suite 385, Allen, TX 75013-8098 • 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
Fidelity Investments	Westlake	TX	02/2008	06/2018
Edward Jones	St. Louis	MO	07/2018	Present

02/2008 → 06/2018

Fidelity Investments

Westlake, TX
07/2018 → Present

Edward Jones

St. Louis, MO

Previous Registrations

2009-11-16 → 2018-07-03

Strategic Advisers Llc

Los Gatos, CA

Westlake, TX

Dallas, TX

Campbell, CA

Other Businesses

Robert and Mary Malone Type of business: Rental Income Starkville, MS Start date: 8/1/2023 Individuals Hours per week: 0 Hours during trading: 0 No responsibilities

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2009-11-13
S63	Uniform Securities Agent State Law Examination	2008-05-01

S66 Uniform Combined State Law Examination

2009-11-13
S63 Uniform Securities Agent State Law Examination

2008-05-01

Other Names

Michael Walter Mackey
Michael W Mackey

View on SEC IAPD