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Credentials
Series 66
Experience Industry experience
2 years
Location
Devine, TX 78016
Edward Jones
Institution
Mark Zito is a financial advisor at Edward Jones with a Series 66 credential and two years of industry experience. His prior roles include work at Matchwell and Brothers Automotive. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Based on Edward Jones
$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)
Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.
Devine, TX
106 N Highway 132
Devine TX 78016
Advisors at this office
1
Texas
2 years of industry experience
Edward Jones
2024 - Present • 2 years
St Louis, MO
Matchwell
2023 - 2024 • 1 year
Durham, NC
Brothers Automotive
2021 - 2023 • 2 years
Aberdeen, NC
La Fitness
2021 - 2021 • 1 year
San Antonio, TX
Hollywood Crawford Garage Doors
2019 - 2020 • 1 year
San Antonio, TX
Liberty University
2016 - 2020 • 4 years
Lynchburg, VA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65, Series 63
Natalia, TX
Retire Lab LLC
Jose Perales is the principal advisor at Retire Lab LLC, holding Series 65 and Series 63 licenses with 18 years of industry experience. He has worked at firms including USAA Financial Advisors and Forthright Capital Advisory. Outside of his advisory work, Perales manages a local football league, Fierce Sports Nation, which organizes tournament-style events and fundraising activities. Retire Lab LLC, operating in Texas as Teachers Financial Group, provides investment management, financial and retirement planning services primarily for individuals, high-net-worth clients, public employees, and retirement plan sponsors. The firm offers discretionary portfolio management tailored to client goals and coordinates with other professionals as requested.
Series 63, Series 66
Somerset, TX
Fidelity
Cassandra Benson is a financial advisor at Fidelity with 13 years of industry experience. She holds the Series 63 and Series 66 designations and has been associated with various Fidelity entities since 2011. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, with a focus on systematic methodologies and long-term asset allocation.
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