RBC Capital Markets
47yrs
Top 1% by experience in Omaha
10yrs
Mark Waldron
Financial advisor at Edward Jones
Based in Omaha, Nebraska, Mark Waldron is a fiduciary financial advisor with 10 years of industry experience. Mark joined Edward Jones in 2020, after less than a year at Fidelity Personal and Workplace Advisors and three years at TD Ameritrade. Mark holds the CFP® designation.
One of 1872 advisors with offices in Omaha, and one of 1744 fiduciaries.
At a glance
Experience10 years (since 2016)
How that compares ?More experience than 50% of advisors at Edward Jones
Office16909 Burke Street Suite 127, Omaha, NE 68118
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2020 – nowEdward JonesCurrent firm
- Feb 2020 – Aug 2020Fidelity Personal and Workplace AdvisorsPreviously
- 2017 – 2020TD Ameritrade, Inc.Previously
- 2017 – 2020TD Ameritrade Investment Management, LLCPreviously
Contact Mark
Local office(402) 289-0889Ask for Mark. (314) 515-2000Main office · St. Louis, MO 16909 Burke Street Suite 127Omaha, NE 68118Office · Get directions
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Questions to ask Mark
Tailored to Mark’s registration and firm.
- 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
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About Mark
How do I contact Mark?
Call Mark’s local office at (402) 289-0889 or the Edward Jones main office at (314) 515-2000, and ask for Mark Waldron.
How long has Mark been a financial advisor?
Mark has been in the industry since 2016, about 10 years. More experience than 50% of advisors at Edward Jones.
What licenses does Mark hold?
Series 63, Series 66. 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 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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