Mark Ray Vernon

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

• 08/2016 → 01/2019
  Allianz Global Investors U.S. Llc
  New York, NY
• 08/2016 → 01/2019
  Allianz Global Investors Distributors Llc
  New York, NY
• 04/2020 → Present
  Edward Jones
  St. Louis, MO
• 02/2019 → 04/2020
  Unemployed
  Brighton, MI
• 12/2018 → 12/2019
  Mecm Partners
  Brighton, MI

Previous Registrations

• 2013-04-24 → 2016-08-02
  O'SHaughnessy Asset Management, Llc
  Stamford, CT
• 2005-01-10 → 2010-06-04
  Van Kampen Advisors Inc
  Houston, TX
  Brighton, MI

Exams

• S66 Uniform Combined State Law Examination
  2020-05-12
• S65 Uniform Investment Adviser Law Examination
  2005-01-07
• S63 Uniform Securities Agent State Law Examination
  2004-05-12

Other Names

• Mark Ray Vernon