LPL Financial
30yrs
Top advisor by experience in Clinton
30yrs
Mark Leslie Mohan
Financial advisor at Edward Jones
At a glance
Experience30 years (since 1997)
How that compares ?Top 6% by experience at Edward Jones
Office67 W Main St Suite 113, Clinton, CT 06413
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
States licensed ?1 state
Services through Edward Jones
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2024 – nowEdward JonesCurrent firm
- Aug 2023 – Mar 2024Pruco Securities, Llc.Previously
- Jul 2022 – Aug 2023Foundations Investment Advisors LLCPreviously
- 2020 – 2022Brookstone Capital Management LLCPreviously
- 2011 – 2020UBS Financial Services Inc.Previously
- 2006 – 2011Janney Montgomery Scott LLCPreviously
- 2003 – 2006Wells Fargo Clearing Services, LLCPreviously
- 2001 – 2003Prudential Equity Group, LLCPreviously
Questions to ask Mark
Tailored to Mark’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Mark
How do I contact Mark?
Call Edward Jones at 314-515-2000 and ask for Mark Leslie Mohan. Mark works from the Clinton, CT office.
How long has Mark been a financial advisor?
Mark has been in the industry since 1997, about 30 years. Top 6% by experience at Edward Jones.
What licenses does Mark hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Mark a fiduciary?
Mark is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mark paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Mark for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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