Mark Purdy

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

• 08/2017 → Present
  Edward Jones
  St.LOuis, MO
• 09/2011 → 08/2017
  Nti
  Westerville, OH

Other Businesses

Estes Park Venture Group Type of business: Consulting Estes Park, CO Start date: 1/1/2012 Owner Hours per week: 0 Hours during trading: 0 S Corp to help start-ups develop their sales processes and teams. Estes Park Western Heritage, Inc. Estes Park, CO Start date: 1/2/2012 Board Chairman Hours per week: 0 Hours during trading: 0 Board Chairman of the non-profit organization that supports the Rooftop Rodeo.

Exams

• S66 Uniform Combined State Law Examination
  2017-10-06

Other Names

• Mark Donald Purdy