Mark Trachsel
Advisor at Edward Jones
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Edward Jones
Location
Cynthiana, KY 41031
Credentials
Series 63, Series 66
Industry experience
30 years
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Retirement income strategy
College savings (529s, UTMA, etc.)
General estate planning guidance
Retirement withdrawal strategies
Wealth management
Work history
Edward D. Jones & CO., L.P.
1995 - Present (31 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Miranda W
Series 63, Series 66
Paris, KY
Edward Jones
Robert S
CFP®, Series 63, Series 66
Paris, KY
Fidelity
Farley Stephenson serves as Vice President and Financial Consultant at Fidelity Investments, a role held since 2022. He has been with Fidelity Investments since 2011, progressing through various positions including Financial Consultant, Senior Portfolio Specialist, and Portfolio Specialist. His career reflects extensive experience in financial and investment solutions as well as retirement planning. Stephenson emphasizes a collaborative approach to financial strategies, aiming to simplify complex topics into actionable steps to empower his clients. His work is grounded in building trust and designing personalized plans that adapt to the evolving needs of individuals and families. Outside of his professional responsibilities, Farley Stephenson engages in activities such as camping, fishing, hiking, running, and volunteering.
Lenora T
CFP®, Series 63, Series 66
Georgetown, KY
Edward Jones
Eric B
Series 66
Georgetown, KY
Edward Jones
Coleman W
Series 65
Georgetown, KY
FWG Investments, LLC
Derek M
CFP®, Series 65
Georgetown, KY
XYPN Invest
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