Brad Alan Lundberg

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

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2014-08-26
CO	RA	APPROVED	2006-08-02

TX RA
APPROVED_RES

Since 2014-08-26
CO RA
APPROVED

Since 2006-08-02

Branch Locations

16055 Old Forest Pt Suite 100, Monument, CO 80132-8670 • 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

Organization	City	State	From	To
Edward Jones	St Louis	MO	07/2002	Present

07/2002 → Present

Edward Jones

St Louis, MO

Other Businesses

World Radio Missionary Fellowship Inc. dba Reach Beyond Colorado Springs, CO Start date: 8/18/2017 Finance Committee Hours per week: 0 Hours during trading: 0 The primary purpose is to assist the President

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2006-07-31
S63	Uniform Securities Agent State Law Examination	1996-08-27

S65 Uniform Investment Adviser Law Examination

2006-07-31
S63 Uniform Securities Agent State Law Examination

1996-08-27

Designations

Certified Financial Planner

View on SEC IAPD