Brian William Spangler

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

• 07/2005 → Present
  Edward Jones
  St. Louis, MO

Previous Registrations

• 2004-05-07 → 2005-08-05
  A. G. Edwards & Sons, Inc.
  Burlington, NC

Other Businesses

BHAG, LLC Type of business: Private Lake Home Leasburg, NC Start date: 3/26/2013 Member Hours per week: 0 Hours during trading: 0 Desc: Owner Paradiddle Real Estate, LLC Type of business: Real Estate Graham, NC Start date: 8/10/2020 Owner Hours per week: 0 Hours during trading: 0 Desc: Book keeping management of owner occupied office space. Westpark Owners Association Burlington, NC Start date: 5/2/2022 Vice President Hours per week: 0 Hours during trading: 0 Hold two meetings a year to discuss and act on the maintenance of office property I own and Edward Jones rents.

Exams

• S66 Uniform Combined State Law Examination
  2004-05-06
• S63 Uniform Securities Agent State Law Examination
  2002-02-06

Other Names

• Brian W Spangler