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Mary Ann Bennett

Edward Jones

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About Mary Ann Bennett

Mary Ann Bennett is a financial advisor with Edward Jones. Mary Ann is a licensed and registered financial advisor, and has been serving clients for over 20 years. Mary Ann holds the Series 7, Series 63, and Series 65 licenses, and is also a registered principal with Edward Jones. Mary Ann’s goal is to help clients achieve their financial goals, and she takes a personalized approach to financial planning. Mary Ann specializes in helping clients with retirement planning, college savings, and estate planning. Mary Ann also provides investment advice to both individuals and businesses.

Firm Information

Mary Bennett 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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Mary Bennett’s Registration & Firm History

VA

07/20/2020 - Present

Edward Jones (WYTHEVILLE VA)

VA

09/13/2018 - 07/13/2020

PFS INVESTMENTS INC. (MIDLOTHIAN VA)

VA

02/26/2018 - 04/05/2018

TD AMERITRADE, INC. (ROANOKE VA)

VA

08/03/2010 - 02/26/2018

SCOTTRADE, INC. (ROANOKE VA)

PA

01/04/2007 - 01/13/2010

METLIFE INVESTORS DISTRIBUTION COMPANY (JOHNSTOWN PA)

PA

02/27/2006 - 01/13/2010

TOWER SQUARE SECURITIES, INC. (JOHNSTOWN PA)

PA

02/27/2006 - 01/13/2010

WALNUT STREET SECURITIES, INC. (JOHNSTOWN PA)

PA

01/24/2006 - 01/13/2010

NEW ENGLAND SECURITIES (JOHNSTOWN PA)

PA

04/16/2004 - 01/13/2010

METLIFE SECURITIES INC. (JOHNSTOWN PA)

PA

04/16/2004 - 07/09/2007

METROPOLITAN LIFE INSURANCE COMPANY (JOHNSTOWN PA)

PA

11/12/2001 - 06/02/2003

PARKER/HUNTER INCORPORATED (PITTSBURGH PA)

NY

08/24/2000 - 06/08/2001

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NJ

05/25/1999 - 04/20/2000

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

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Licenses & Designations

BOTH

Issued 02/21/2017

Series 66 - Uniform Combined State Law Examination

IA

Issued 06/11/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/08/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/14/2006

Series 24 - General Securities Principal Examination

BC

Issued 02/07/2006

Series 53 - Municipal Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/24/1999

Series 7 - General 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 are no public disclosures for Mary Ann Bennett.
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