Mark A. Theado

Current Employers

Employment History

• 11/2012 → 07/2018
  Bluestone Wealth Partners
  Columbus, OH
• 07/2018 → 02/2019
  Lincoln Financial Advisors Corporation
  Columbus, OH
• 03/2019 → 11/2021
  J.P. Morgan Securities Llc
  Westerville, OH
• 11/2021 → 04/2026
  Diamond Hill Capital Management, Inc
  Columbus, OH
• 01/2022 → 04/2026
  Foreside Financial Services, Llc
  Columbus, OH
• 04/2026 → Present
  Fef Distributors, Llc
  New York, NY
• 04/2026 → Present
  First Eagle Investment Management, Llc
  New York, NY

Previous Registrations

• 2019-04-09 → 2021-11-16
  J.P. Morgan Securities Llc
  Westerville, OH
  Plano, TX
  Westerville, OH
  Westerville, OH
  Westerville, OH
  Plano, TX
• 2018-08-30 → 2019-03-07
  Osaic Fa, Inc.
  Columbus, OH

Other Businesses

Employed by First Eagle Investment Management, LLC (FEIM) as an External Wholesaler and in addition, serves as a registered representative of FEF Distributors, LLC (FEFD). FEIM is the investment adviser to the First Eagle Funds which are distributed through FEFD. FEIM and FEFD are located at 1345 Avenue of the Americas, New York, N.Y. and both businesses are investment related. Employee devotes their entire time to administrative and distribution related activities for the First Eagle Funds, both through FEIM and FEFD, and to administrative and support related activities for the separately managed account business of First Eagle Separate Account Management, LLC. at 1345 Avenue of the Americas, New York, N.Y.

Exams

• S66 Uniform Combined State Law Examination
  2021-07-02
• S63 Uniform Securities Agent State Law Examination
  2019-04-03

Other Names

• Mark Andrew Theado
• Mark A Theado
• Mark A. Theado