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James M

Series 63, Series 66

Magnolia, TX

Edward Jones

James Mc Kenzie is a financial advisor at Edward Jones with Series 63 and Series 66 licenses and 32 years of industry experience. He has been with Edward Jones since 1993. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer General retirement planning Wealth management Retired Founder/Business Owner Executive
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Scott M

Series 66

Magnolia, TX

Edward Jones

Scott Mc Kenzie is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2018, including a period following his time at the University of Texas A&M. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

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

Series 66

Magnolia, TX

Edward Jones

Mark McKenzie is a financial advisor with Edward Jones in Magnolia, TX, holding a Series 66 credential and currently with the firm since 2021. His prior work experience includes roles at Texas A&M, The Liquor Mart, Blinn College, and various positions in the construction and hospitality industries. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with advisory services including discretionary and non-discretionary wrap fee strategies, access to managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports a large nationwide network of advisors and branch offices.

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