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Inactive

Yen-Huei Mary Jones

Mariner

Brentwood, MO

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Current Employers
Mariner

5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2025-12-17
  • MO RA
    APPROVED
    Since 2025-12-17

Branch Locations

1401 S Brentwood Blvd Suite 300, Brentwood, MO 63144 • 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
Charles Schwab & Co., Inc. Chesterfield MO 07/2012 11/2024
Charles Schwab Bank, Ssb Chesterfield MO 07/2012 11/2024
Mariner Overland Park KS 12/2025 Present
Unemployed Ballwin MO 11/2024 12/2025
  • 07/2012 → 11/2024
    Charles Schwab & Co., Inc.
    Chesterfield, MO
  • 07/2012 → 11/2024
    Charles Schwab Bank, Ssb
    Chesterfield, MO
  • 12/2025 → Present
    Mariner
    Overland Park, KS
  • 11/2024 → 12/2025
    Unemployed
    Ballwin, MO
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-10-15
  • S66 Uniform Combined State Law Examination
    2012-10-15
Designations
Other Names
  • Mary Jones
  • Mary Fung
  • Yen-Huei Fung

View on SEC IAPD

Other Firms

BRADY FAMILY WEALTH, LLC
ESSEX RIDGE CAPITAL GROUP, LLC
MOSAIC WEALTH
VISIONARY WEALTH ADVISORS, LLC
ZEMENICK & WALKER INC
EDWARD JONES
LPL FINANCIAL LLC
CIBC PRIVATE WEALTH ADVISORS, INC.

Other Investors

THOMAS PATRICK BRADY
MICHAEL PATRICK BRADY
GAIL MARIE WILD
TYLER CAMPO
Lance Douglas Lehmann
Kevin Lisch
Robert Michael Potter
STEVEN GREGORY ROTELLO

Other Offices

BRADY FAMILY WEALTH, LLC · SAINT LOUIS, MO
ESSEX RIDGE CAPITAL GROUP, LLC · ST. LOUIS, MO
MOSAIC WEALTH · ST. LOUIS, MO
VISIONARY WEALTH ADVISORS, LLC · ST. LOUIS, MO
ZEMENICK & WALKER INC · ST LOUIS, MO
EDWARD JONES · BRENTWOOD, MO
LPL FINANCIAL LLC · ST. LOUIS, MO
MARINER · Brentwood, MO

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