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MA

Mark J. Ashe

EDUCATED INVESTORS LLC
Scarborough, ME
Some features on this profile are disabled
CRD#: 7778122
MA

Professional summary

Mark Jeffrey Ashe, who also goes by Mark Jeffrey Ashe, is a registered financial advisor currently at EDUCATED INVESTORS LLC located in Scarborough, Maine.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Mark has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Mark Jeffrey Ashe

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Jeffrey Ashe's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

October 13, 2023 - Present

EDUCATED INVESTORS LLC

RIA
CRD#: 327581
Scarborough, ME

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Maine
(10/13/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/21/2023
Uniform Investment Adviser Law Examination

Current Firm

EI
EDUCATED INVESTORS LLC
EDUCATED INVESTORS | EDUCATED INVESTORS LLC

CRD#: 327581 / SEC#:

Maine
Registered Investment Advisory firm - (10/13/2023 Approved)
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Contact information

Main Address
Scarborough, ME
Mailing Address
Phone number
(207) 370-8702
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts1
AUM (Assets Under Management)$ 180,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

EDUCATED INVESTORS LLC

CRD#: 327581Scarborough, ME

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