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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)10 years in industry

Marcus T Coleman

Advisor at EDWARD JONES

MOORESTOWN, NJ

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Search this name across graphsid dfx:ria:1adbfa03-619b-9ed8-a33e-4fa9d71bc879

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
On other graphs: 0
Observed: Oct 31, 2017 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: EDWARD JONES
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Sep 16, 2016
First registration: Oct 31, 2017
Dual registered: yes, broker-dealer
Other names: MARK COLEMAN|Marcus Coleman|Marcus T Coleman
IAPD individual key: 6656493

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
EDWARD JONES	National bd RIA	Jun 4, 2024	n/a	yes	MOORESTOWN, NJ	Current employment
ZENITH WEALTH PARTNERS	Independent wealth	Apr 6, 2023	Jan 31, 2024	no	PHILADELPHIA, PA	Previous registration
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Apr 12, 2022	Mar 7, 2023	no	Pitsfield, MA\|SAINT PETERSBURG, FL	Previous registration
RAYMOND JAMES & ASSOCIATES, INC.	National bd RIA	Mar 3, 2020	Feb 9, 2022	no	PITTSFIELD, MA	Previous registration
CITIZENS SECURITIES, INC.	Bd affiliated wealth	Oct 31, 2017	Jun 20, 2018	no	VOORHEES, NJ\|DEEP RIVER, CT	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ZENITH WEALTH PARTNERS	EDWARD JONES	Jan 31, 2024	Jun 4, 2024	125	Firm change	RIA to ibd
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	ZENITH WEALTH PARTNERS	Mar 7, 2023	Apr 6, 2023	30	Firm change	Ibd to RIA
RAYMOND JAMES & ASSOCIATES, INC.	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Feb 9, 2022	Apr 12, 2022	62	Firm change	Ibd to ibd
CITIZENS SECURITIES, INC.	RAYMOND JAMES & ASSOCIATES, INC.	Jun 20, 2018	Mar 3, 2020	622	Firm change after gap	Ibd to ibd

Relationships

Registered with (5)

→ EDWARD JONESRegistered adviserregistration: current employment
Jun 4, 2024 to presentfactForm ADV
→ ZENITH WEALTH PARTNERSRegistered adviserregistration: previous registration
Apr 6, 2023 to Jan 31, 2024factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Apr 12, 2022 to Mar 7, 2023factForm ADV
→ RAYMOND JAMES & ASSOCIATES, INC.Registered adviserregistration: previous registration
Mar 3, 2020 to Feb 9, 2022factForm ADV
→ CITIZENS SECURITIES, INC.Registered adviserregistration: previous registration
Oct 31, 2017 to Jun 20, 2018factForm ADV

Dated events

Occurred
Jan 31, 2024
Advisor changed firm
Marcus T Coleman left Zenith Wealth Partners for Edward Jones (registered 2024-06-04)
Form ADVobserved 4 days ago
Occurred
Mar 7, 2023
Advisor changed firm
Marcus T Coleman left Raymond James Financial Services Advisors, Inc for Zenith Wealth Partners (registered 2023-04-06)
Form ADVobserved 4 days ago
Occurred
Feb 9, 2022
Advisor changed firm
Marcus T Coleman left Raymond James & Associates, Inc. for Raymond James Financial Services Advisors, Inc (registered 2022-04-12)
Form ADVobserved 4 days ago