Marc James Haberli

Claim This Profile

Current Employers

Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-02-20
WI	RA	APPROVED	2024-12-03

TX RA
APPROVED

Since 2025-02-20
WI RA
APPROVED

Since 2024-12-03

Branch Locations

950 John Nolen Dr Suite 160, Madison, WI 53713-1426 • 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
Edward Jones	St Louis	MO	09/2024	Present
Epic Systems Corporation	Verona	WI	06/1997	07/2024

09/2024 → Present

Edward Jones

St Louis, MO
06/1997 → 07/2024

Epic Systems Corporation

Verona, WI

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-11-23

S66 Uniform Combined State Law Examination

2024-11-23

View on SEC IAPD

Other Firms

AMERIPRISE FINANCIAL SERVICES, LLC

LPL ENTERPRISE, LLC

CLF ASSET MANAGEMENT, INC.

EAGLE STRATEGIES LLC

VALMARK ADVISERS, INC.

GREENPOINT ASSET MANAGEMENT V LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

ASSOCIATED INVESTMENT SERVICES, INC.

Other Investors

KRISTY LYNN REED

SEAN STEPHEN WAYNE

TRAVIS RICHARD HEISER

MICHAEL DONALD GANT

Renee Elizabeth Lucas

ORSAN M KHARBUSH

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Madison, WI

AMERIPRISE FINANCIAL SERVICES, LLC · Madison, WI

LPL ENTERPRISE, LLC · MADISON, WI

CLF ASSET MANAGEMENT, INC. · MADISON, WI

EAGLE STRATEGIES LLC · MADISON, WI

VALMARK ADVISERS, INC. · Madison, WI

GREENPOINT ASSET MANAGEMENT V LLC · MADISON, WI

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · MADISON, WI

More in Madison, WI

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor