Mac H. Levy

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

• 06/1998 → Present
  Edward D. Jones & Co., L.P.
  Pendleton, OR

Other Businesses

Cunningham Sheep & Land Co Type of business: Farming/Ranching Pendleton, OR Start date: 1/1/1990 Stockholder Hours per week: 0 Hours during trading: 0 No Responsibilities * Cunningham Sheep Company Type of business: Family held farming/ranching Pendleton, OR Start date: 1/1/1970 Stockholder Hours per week: 0 Hours during trading: 0 No Responsibilities * L6 Enterprises Type of business: Farming/Ranching Echo, OR Start date: 1/1/2012 Partner Hours per week: 0 Hours during trading: 0 No Responsibilities * Mud Springs Ranches Type of business: Farming/Ranching Pendleton, OR Start date: 1/1/1990 Stockholder Hours per week: 0 Hours during trading: 0 No Responsibilities * NN Nolin Farming Company Type of business: Farming Pendleton, OR Start date: 3/1/2016 Partner Hours per week: 0 Hours during trading: 0 No responsibilities * Nolin Farming Company Type of business: Farming/Ranching Pendleton, OR Start date: 1/1/1986 Partner Hours per week: 0 Hours during trading: 0 No responsibilities * Pendleton Ranches Inc Type of business: Farming/Ranching Pendleton, OR Start date: 1/1/1990 Stockholder Hours per week: 0 Hours during trading: 0 No responsibilities * Tokatee Properties LLC Type of business: Property Sunriver, OR Start date: 1/1/2020 Partner Hours per week: 1 Hours during trading: 0 Partner - Second home * Dorion Properties LLC Type of business: Commercial Property Pendleton, OR Start date: 1/1/2020 Partner Hours per week: 1 Hours during trading: 0 Maintain property

Exams

• S66 Uniform Combined State Law Examination
  2025-04-09
• S63 Uniform Securities Agent State Law Examination
  1998-09-03

Other Names

• Mac H Levy
• Mac H. Levy