Mark T Steitz
Investment adviser representative at Edward Jones
12 yearsExperience
2 statesRegistered in
$1TFirm assets
62 yearsFirm in business
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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
12 years in the industry.
- Edward JonesSep 2025 to now
- AigaSep 2024 to now
- Valic Financial AdvisorsJun 2024 to Sep 2025
- Bank of America NAApr 2022 to Jun 2024
- Merrill LynchApr 2022 to Jun 2024
- Wells Fargo Clearing Services, LLCJun 2020 to Apr 2022
- Wells Fargo Clearing Services, LLCNov 2016 to Feb 2020
- Wells Fargo Advisors LLCMar 2016 to Nov 2016
- Wells Fargo Bank, NAApr 2014 to Apr 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
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
- 6626361
- Firm CRD
- 250