Mary Ann Bennett
Investment adviser representative at Edward Jones
10 yearsExperience
2 statesRegistered in
ChFC®Designation
$1TFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Edward JonesJul 2020 to now
- Klmn Pointing Corp dba Certapro PaintersMar 2020 to Jul 2020
- Pfs Investments Inc.Sep 2018 to Jul 2020
- Primerica Financial ServicesJun 2018 to May 2020
- US CellularJun 2018 to Mar 2020
- TD Ameritrade Investment Management, LLCFeb 2018 to Mar 2018
- TD Ameritrade, Inc.Feb 2018 to Mar 2018
- Scottrade, Inc.Jul 2010 to Feb 2018
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law1999
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
Edward Jones
Legal name: Edward D. Jones & Co., L.P.
$1TAssets managed
4,069,320Clients
24,099Advisers
62 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3218183
- Firm CRD
- 250