Mackenzie James Valentine

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

• 02/2017 → Present
  Edward Jones
  St Louis, MO
• 06/2014 → 01/2017
  Lecluyse Trenching Inc.
  Shawnee, KS

Other Businesses

BRIEF_DESCRIPTION: Rental Property Type of business: Single Family Rental Home Warrensburg, MO Start date: 8/1/2024 Owner/Operator Hours per week: 0 Hours during trading: 0 Desc: Managing the rental property - it is a long term rental so I spend almost no time managing this passive investment.

Exams

• S66 Uniform Combined State Law Examination
  2017-03-31

Designations

• Certified Financial Planner

Other Names

• Mack James Valentine