Mark Gerald Overby

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2005 → Present
  Raymond James & Associates, Inc.
  Sycamore, IL

Other Businesses

(1)Name of Business: MKO Farms LLC Address: 9720 Lee Road, Waterman, IL, 60556, United States Activity Type: Agriculture/Farming Position/Title: Partner Investment Related: Yes Start Date: 11/17/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: RENTING OUT MY FARMLAND . AS OF NOW TO MY BROTHER WAYNE OVERBY (2)Name of Business: N/A Address: 9720 lee Road, Waterman, IL, 60556, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 01/01/2001 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: COLLECT RENT,MAINTENCE OVER SEE

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-09-19
• S63 Uniform Securities Agent State Law Examination
  1993-01-13