Marcus Mikulec

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2024 → 08/2025
  Primerica Financial Services/Pfs Investments Inc
  Houston, TX
• 08/2013 → 08/2025
  Needville Isd
  Needville, TX
• 08/2025 → Present
  Edward Jones
  St. Louis, MO

Previous Registrations

• 2025-04-01 → 2025-08-07
  Pfs Investments Inc.
  Houston, TX
  Fort Worth, TX
  Fort Worth, TX

Other Businesses

Rent House Type of business: Rental House Richmond, TX Start date: 9/15/2025 Owner Hours per week: 0 Hours during trading: 0 Home Maintenance/ Repair 36K goes toward a HELOC held on the property. This will be the last year involved with this property. Lease is up in Sept. and we will list the property to sell in October. 6M Cattle LLC Type of business: Cow/Calf Operation Hallettsville, TX Start date: 10/10/2019 Owner Hours per week: 5 Hours during trading: 0 Fix fence feed out hay during winter barn maintenance Cow Calf Operation

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-03-17
• S63 Uniform Securities Agent State Law Examination
  2025-02-01