Mark Freeman

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

• 07/2017 → Present
  Edward Jones
  St Louis, MO
• 11/2016 → 07/2017
  Unemployed
  Holliston, MA
• 08/2007 → 10/2016
  Ansys
  Concord, MA

Other Businesses

Highland at Holliston Trust II Holliston, MA Start date: 6/22/2023 Trustee Hours per week: 0 Hours during trading: 0 Trustee * Holliston Public Schools Type of business: teacher Holliston, MA Start date: 11/5/2025 Advisor for DECA Hours per week: 1 Hours during trading: 0 I advise kids on how to prepare for their competition. Help them with public speaking, quick thinking when problem solving, how to be concise and to the point. Chaperone to events and competitions.

Exams

• S66 Uniform Combined State Law Examination
  2017-09-16

Other Names

• Mark M Freeman