Mary Jo Homan

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

• 11/2017 → Present
  Edward Jones
  St Louis, MO
• 01/2024 → Present
  Springbrook Events
  Burnett, WI
• 05/2014 → 05/2017
  Mjs By The Lake
  Fox Lake, WI
• 05/2017 → 09/2017
  Rooted Hospitality
  Center Moriches, NY

Other Businesses

"Homan Builders LLC Type: Construction Date: 01/01/16 Title: Owner Trad Hrs: 0 Tot Hrs: 0 Desc: This is the LLC for my husbands construction business. He is self-employed and the only employee. I forgot I am on the LLC as owner. I don't participate in the business only an owner on paper for estate planning purposes. City-State: Randolph WI" * "Springbrook Events "Wedding Event Venue Date: 09/27/24 Title: Server Trad Hrs: 0 Tot Hrs: 0 Desc: Server for weddings, serving food, drinks, cleaning up City-State: Burnett WI" * "Rental Type: Vacation home Rental Date: 01/01/25 Title: Owner Trad Hrs: 0 Tot Hrs: 0 Desc: Owner of property City-State: Eagle River WI"

Exams

• S66 Uniform Combined State Law Examination
  2025-06-18

Other Names

• Mary Jo Schmidt