Mark Ian Uebelacker
Investment adviser representative at Edward Jones
11 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
11 years in the industry.
- Edward JonesOct 2025 to now
- Forthright Capital PartnersMar 2025 to Oct 2025
- Crews Banking Corp/wauchula State Bank/infinex Inv/osaicOct 2022 to Jan 2025
- Knights of ColumbusMay 2020 to Oct 2022
- UnemployedFeb 2020 to Apr 2020
- Merrill Lynch/bank of AmericaAug 2019 to Jan 2020
- Sunshine ValetMay 2018 to Aug 2019
- University of TampaAug 2017 to Aug 2019
- Focus Marketing EventsMay 2017 to Feb 2018
- UpsDec 2016 to Jan 2017
- CulversSep 2016 to May 2017
- University of South FloridaAug 2015 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7168476
- Firm CRD
- 250