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Macklin Larsen

Edward Jones

Fox Lake, IL

CRD 7014044

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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_RES 2021-02-03
IL RA APPROVED 2018-12-14
  • TX RA
    APPROVED_RES
    Since 2021-02-03
  • IL RA
    APPROVED
    Since 2018-12-14

Branch Locations

38 West Grand Avenue Ste 2, Fox Lake, IL 60020-0000 • 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 St Louis MO 10/2018 Present
I3 Group Rolling Meadows IL 11/2015 09/2018
  • 10/2018 → Present
    Edward Jones
    St Louis, MO
  • 11/2015 → 09/2018
    I3 Group
    Rolling Meadows, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-12-13
  • S66 Uniform Combined State Law Examination
    2018-12-13

View on SEC IAPD

Nearby Firms

U.S. BANCORP ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC

Nearby Investors

Kimberly L Tobias
Thomas John Michelotti
DAVID LAWRENCE DINGMAN

Nearby Offices

U.S. BANCORP ADVISORS, LLC · Fox Lake, IL
STATE FARM INVESTMENT MANAGEMENT CORP. · Fox Lake, IL
J.P. MORGAN SECURITIES LLC · FOX LAKE, IL

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