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Maurice Elliott Malcik

Advisor at Edward Jones — Kingsville, TX South 14th Street

Updated today

Credentials

Series 63, Series 66

Experience

29 years

Location

Kingsville, TX 78363

Edward Jones logo

Edward Jones

Institution

Total advisors

24,228

Across 14,129 offices

Clients per advisor

166 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Maurice Malcik is a financial advisor with Edward Jones in Kingsville, TX, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management and a large national network of advisors. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services, operating under a fiduciary standard.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$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)

Other

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.

Location

See office

Kingsville, TX South 14th Street

1014 South 14th Street

Kingsville TX 78363

Advisors at this office

2

Most active in

Texas

Work history

29 years of industry experience

Edward Jones

2002 - Present • 24 years

St Louis, MO

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Fidel F

Series 63, Series 66

Kingsville, TX

Edward Jones

Fidel Fernandez is a financial advisor at Edward Jones in Kingsville, TX, with 23 years of industry experience and holding Series 63 and Series 66 licenses. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, supported by a network of approximately 23,701 financial advisors nationwide.

General retirement planning Wealth management Founder/Business Owner Hispanic/Latino/Latinx
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Monica G

Series 66

Kingsville, TX

Edward Jones

Monica Garcia is a Series 66-licensed financial advisor at Edward Jones with three years of industry experience. She has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Charles M

Series 66

Kingsville, TX

Edward Jones

Charles Malcik is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and has prior work experience including positions at Austin's Park and Chili's, as well as service in the US Army Reserves since 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies and affiliated financial products through a nationwide network of advisors and branch offices.

Retirement income strategy General retirement planning Wealth management Business exit / sale strategy General estate planning guidance Retired Founder/Business Owner Executive
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