Marcus T Coleman
Investment adviser representative at Edward Jones
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$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 JonesMay 2024 to now
- UnemployedJan 2024 to May 2024
- Zenith Solutions, Inc.Apr 2023 to Jan 2024
- Raymond JamesMar 2020 to Apr 2023
- UnemployedDec 2019 to Feb 2020
- Fs Investment Solutions, LLCAug 2018 to Nov 2019
- Citizens BankMay 2017 to Jun 2018
- AXA Advisors, LLCNov 2016 to Apr 2017
- Northwestern Mutual Investment Services LLCAug 2016 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 2 states (NJ, 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
- 6656493
- Firm CRD
- 250