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Brian Lee Yarbrough

Edward Jones

Excelsior Springs, MO

CRD 4424871

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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
MO RA APPROVED 2024-07-25
TX RA APPROVED_RES 2014-10-03
  • MO RA
    APPROVED
    Since 2024-07-25
  • TX RA
    APPROVED_RES
    Since 2014-10-03

Branch Locations

134 Crown Hill Rd, Excelsior Springs, MO 64024-1655 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones Kansas City MO 07/2001 Present
Other Businesses

BSY Properties Type of business: Real Estate Lawson, MO Start date: 7/5/2007 Co-owner Hours per week: 1 Hours during trading: 0 We have an old bank building in Excelsior Springs. Farm income Type of business: farming Lawson, MO Start date: 3/24/2016 Land Owner Hours per week: 3 Hours during trading: 1 We own 280 acres(ray county-40ac, Putnam county-240ac), we HAY 17 ACRES and have 3 cows and 4 calves, and have 140 acres in cash rent. Lawson R-XIV School District Lawson, MO Start date: 4/21/2021 board member Hours per week: 0 Hours during trading: 0 I will have a monthly board meeting, some other meetings as needed throughout the year.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2001-09-07
  • S63 Uniform Securities Agent State Law Examination
    2001-09-07
Designations
  • Certified Financial Planner
Other Names
  • Brian Lee Yarbrough

View on SEC IAPD

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