Mickenzie Koon
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 JonesSep 2023 to now
- Commonwealth Financial NetworkJul 2023 to Aug 2023
- Great Lakes Wealth AdvisorsJul 2022 to Aug 2023
- U.S. Department of StateJul 2021 to Jul 2022
- Advanced Precision SolutionsAug 2020 to Apr 2021
- Dsw Designer Shoe WarehouseSep 2019 to Nov 2019
- The StonehouseOct 2013 to Aug 2023
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (MI, 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
- 7612683
- Firm CRD
- 250