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Lesia Straughn Mckenzie

Edward Jones

Wendell, NC

CRD 5854761

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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 2021-11-26
NC RA APPROVED 2010-12-07
  • TX RA
    APPROVED
    Since 2021-11-26
  • NC RA
    APPROVED
    Since 2010-12-07

Branch Locations

22 N. Main Street, Wendell, NC 27591 • 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 10/2010 Present
Other Businesses

McKenzie Holding LLC Type of business: real estate holding Wendell, NC Start date: 9/21/2016 member manager Hours per week: 1 Hours during trading: 0 Real Estate holding * Real Estate Investment Type of business: Real Estate St. Thomas, VI Start date: 5/1/2021 co-owner Hours per week: 1 Hours during trading: 0 Property Manager *

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-12-03
  • S66 Uniform Combined State Law Examination
    2010-12-03
Designations
  • Certified Financial Planner
Other Names
  • Lesia Kay Straughn
  • Lesia Kay Straughn
  • Lesia Straughn Wheeler
  • Leisa Mckenzie
  • Lesia S Mckenzie

View on SEC IAPD

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