Mark Patrick Richardson

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

• 05/2012 → Present
  Edward Jones
  St Louis, MO

Other Businesses

Mark P and Christina Richardson Trust Type of business: Rental House Dana Point, CA Start date: 4/1/2025 Trustee Hours per week: 0 Hours during trading: 0 We have a property manager in California who handles day to day activities

Exams

• S63 Uniform Securities Agent State Law Examination
  2006-06-14

Designations

• Certified Financial Planner