Annika Mackenzie Liebrecht
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 JonesFeb 2022 to now
- Morgan StanleyJul 2020 to Feb 2022
- N/aMar 2020 to Jun 2020
- LbrandsMay 2019 to Aug 2019
- Mcf AdvisorsSep 2018 to Feb 2020
- Abercrombie & FitchOct 2017 to Sep 2018
- University of CincinnatiAug 2016 to Dec 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (OH, 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
- 7240164
- Firm CRD
- 250