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Rebecca Ann Mckenzie

Edward Jones

Arroyo Grande, CA

CRD 6032791

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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 2025-01-09
CA RA APPROVED 2024-11-26
  • TX RA
    APPROVED
    Since 2025-01-09
  • CA RA
    APPROVED
    Since 2024-11-26

Branch Locations

151 W Branch St Ste C, Arroyo Grande, CA 93420 • 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 Arroyo Grande CA 09/2003 01/2025
Edward Jones St. Louis MO 01/2025 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-20
  • S66 Uniform Combined State Law Examination
    2024-11-20
Other Names
  • Rebecca Ann Weems

View on SEC IAPD

Nearby Firms

COMMONWEALTH FINANCIAL NETWORK
WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC

Nearby Investors

JOHN-PAUL FRANCIS STORNETTA
Louis Truman Summer
EDWARD CHADWICK SILVA

Nearby Offices

COMMONWEALTH FINANCIAL NETWORK · Arroyo Grande, CA
WELLS FARGO CLEARING SERVICES, LLC · ARROYO GRANDE, CA
J.P. MORGAN SECURITIES LLC · ARROYO GRANDE, CA

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