Brett Diamond

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2017 → Present
  Edward Jones
  St Louis, MO
• 01/2007 → 06/2017
  Exeter Township School District
  Reading, PA

Other Businesses

Exeter Community Education Foundation Reading, PA Start date: 6/7/2017 Board member Hours per week: 0 Hours during trading: 0 Attend meetings, assist in decision making for funds to be dispersed within school district, fundraising for annual golf tournament, serve on Finance committee

Exams

• S66 Uniform Combined State Law Examination
  2017-08-25

Designations

• Certified Financial Planner

Other Names

• Brett Louis Diamond