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Mark G. Putbrese

Edward Jones

Naperville, IL

Marco Island, FL

CRD 2696057

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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
FL RA APPROVED 2025-02-14
TX RA APPROVED_RES 2019-02-18
IL RA APPROVED 2006-09-28
  • FL RA
    APPROVED
    Since 2025-02-14
  • TX RA
    APPROVED_RES
    Since 2019-02-18
  • IL RA
    APPROVED
    Since 2006-09-28

Branch Locations

445 Jackson Ave Suite 101, Naperville, IL 60540-5256 • United States

Marco Island, FL • 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 D. Jones & Co., L.P. Naperville IL 12/1995 Present
  • 12/1995 → Present
    Edward D. Jones & Co., L.P.
    Naperville, IL
Other Businesses

Edward Jones Type of business: Financial Advisor Marco Island, FL Start date: 12/12/1995 Financial Advisor Hours per week: Hours during trading: Desc: This is a non primary second office location.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1996-02-09
  • S63 Uniform Securities Agent State Law Examination
    1996-02-09
Designations
  • Certified Financial Planner
Other Names
  • Mark Gerard Putbrese
  • Mark Gerard Prtbrese

View on SEC IAPD

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