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Mark Scott Temple

Edward Jones

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About Mark Scott Temple

Mark Scott Temple is a financial advisor who has been in the industry since July 2002. He is currently registered with Edward Jones and has been with the firm since March 2021. Mark has worked with various financial firms in the past, including AIG Capital Services, Inc., Saybrus Equity Services, Inc., Primevest Financial Services, Inc., LPL Financial Corporation, NYLIFE Securities Inc., and AXA Advisors, LLC. Mark holds the Series 63, 65, 7, and 52 securities licenses and is also a Certified Financial Planner™. Mark specializes in retirement planning, college savings, estate planning, and insurance. He has experience working with high-net-worth individuals, families, and businesses. Mark is committed to providing personalized financial advice to help clients reach their financial goals.

Firm Information

Mark Temple is currently registered with Edward Jones. Edward Jones is a financial services firm headquartered in St. Louis, Missouri, that offers investment management and financial planning services to individuals, families, and businesses. Founded in 1941, the firm has a nationwide network of over 19,832 licensed agents and 22,210 registered representatives. Edward Jones manages approximately $10 billion to $50 billion in assets for a variety of clients, including high-net-worth individuals, corporations, and pension plans. The firm provides a range of advisory services, including portfolio management for individuals and businesses, pension consulting, and financial planning. Edward Jones is registered with the Securities and Exchange Commission and holds licenses in all 50 states, the District of Columbia, and Puerto Rico.
Edward Jones

12555 MANCHESTER RD

ST. LOUIS, MO 63131

$824.99B

Assets Under Management

27,895

Total Clients

22,064

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

See schedule d - miscellaneous

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Mark Temple’s Registration & Firm History

TX

03/22/2021 - Present

Edward Jones (BOERNE TX)

NJ

10/17/2016 - 02/04/2021

AIG CAPITAL SERVICES, INC. (JERSEY CITY NJ)

CT

09/15/2010 - 10/14/2016

SAYBRUS EQUITY SERVICES, INC (HARTFORD CT)

NJ

02/16/2016 - 02/19/2016

AIG CAPITAL SERVICES, INC. (JERSEY CITY NJ)

PA

06/25/2010 - 09/15/2010

PHOENIX EQUITY PLANNING CORPORATION (PHILADELPHIA PA)

TX

11/20/2009 - 06/14/2010

PRIMEVEST FINANCIAL SERVICES, INC. (KATY TX)

TX

09/28/2009 - 12/10/2009

LPL FINANCIAL CORPORATION (HOUSTON TX)

NY

06/08/2001 - 09/03/2003

NYLIFE SECURITIES INC. (NEW YORK NY)

NY

11/05/1999 - 06/14/2001

AXA ADVISORS, LLC (NEW YORK NY)

NY

11/05/1999 - 01/05/2000

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)

TX

07/15/1998 - 11/24/1999

BANK UNITED SECURITIES CORP. (HOUSTON TX)

MI

04/23/1996 - 07/02/1998

OLDE DISCOUNT CORPORATION (DETROIT MI)

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Licenses & Designations

BC

Issued 10/26/2009

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 11/23/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/25/2009

Series 7 - General Securities Representative Examination

BC

Issued 04/22/1996

Series 52 - Municipal Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There is public disclosure for Mark Scott Temple. Review regulatory record here.
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