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Mckenzie Paul-David Lee

Edward Jones

Midland, MI

CRD 6184951

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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 2022-05-04
MI RA APPROVED 2021-04-21
MO RA APPROVED 2021-04-20
  • TX RA
    APPROVED
    Since 2022-05-04
  • MI RA
    APPROVED
    Since 2021-04-21
  • MO RA
    APPROVED
    Since 2021-04-20

Branch Locations

2009 W Wackerly St, Midland, MI 48640 • 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 Investments Maryland Heights MO 06/2016 07/2017
Edward Jones Investments Maryland Heights MO 07/2017 03/2021
Edward Jones St. Louis MO 03/2021 Present
  • 06/2016 → 07/2017
    Edward Jones Investments
    Maryland Heights, MO
  • 07/2017 → 03/2021
    Edward Jones Investments
    Maryland Heights, MO
  • 03/2021 → Present
    St. Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-04-20
  • S66 Uniform Combined State Law Examination
    2021-04-20

View on SEC IAPD

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