Mckenzie Anne Clary

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

Authority	Category	Status	Date
TX	RA	APPROVED	2023-04-10
WI	RA	APPROVED	2022-11-21

TX RA
APPROVED

Since 2023-04-10
WI RA
APPROVED

Since 2022-11-21

Branch Locations

Monona, WI • United States

5510 Nobel Drive Suite 215, Fitchburg, WI 53711 • 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

Organization	City	State	From	To
Edward Jones	St Louis	MO	09/2022	Present
Sedgwick	Sun Prairie	WI	05/2019	09/2022
Breakwater	Monona	WI	04/2021	06/2022
University Communities Llc	Madison	WI	09/2018	05/2019
City Of Madison	Madison	WI	03/2016	08/2019

09/2022 → Present

Edward Jones

St Louis, MO
05/2019 → 09/2022

Sedgwick

Sun Prairie, WI
04/2021 → 06/2022

Breakwater

Monona, WI
09/2018 → 05/2019

University Communities Llc

Madison, WI
03/2016 → 08/2019

City Of Madison

Madison, WI

Other Businesses

Rental Property Type of business: Real Estate Monona, WI Start date: 10/1/2025 Landlord / Owner Hours per week: 0 Hours during trading: 0 N/A - Tenant takes care of all property responsibilities.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-11-18

S66 Uniform Combined State Law Examination

2022-11-18

View on SEC IAPD