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Brandon Michael Wooters

Edward Jones

Portland, OR

Park City, UT

North Bend, OR

Portland, OR

CRD 4207639

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-14
OR RA APPROVED 2024-11-11
  • TX RA
    APPROVED
    Since 2026-01-14
  • OR RA
    APPROVED
    Since 2024-11-11

Branch Locations

Portland, OR • United States

Park City, UT • United States

North Bend, OR • United States

825 Ne Multnomah St Ste 950, Portland, OR 97232 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 06/2000 Present
Other Businesses

Type of business: Residential Rental North Bend, OR Start date: 12/18/2020 Owner Hours per week: 0 Hours during trading: 0 Desc: Property is managed by my wife. I help occasionally with light repairs.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2000-08-09
  • S63 Uniform Securities Agent State Law Examination
    2000-08-09
Designations
  • Certified Financial Planner
  • Chartered Financial Consultant

View on SEC IAPD

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