Brendon Planz

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

• 01/2022 → 06/2023
  Merrill Lynch, Pierce, Fenner & Smith/Boa
  Atlanta, GA
• 01/2013 → 12/2023
  Rxd
  Chamblee, GA
• 12/2023 → Present
  Edward Jones
  St Louis, MO

Previous Registrations

• 2022-09-15 → 2023-07-06
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Atlanta, GA
  Atlanta, GA
  Marietta, GA

Other Businesses

R.X.D. Type of business: Distributor Chamblee, GA Start date: 1/1/2013 Owner Hours per week: 12 Hours during trading: 0 Desc: Ordering inventory/supplies Communicating with my office manager at the end of the day to go over what shipments she sent out and how much we sold for the day. Recap of her bookkeeping and inventory levels. Send Inventory to Amazon FBA, UPS and USPS Weekly

Exams

• S66 Uniform Combined State Law Examination
  2022-09-09
• S63 Uniform Securities Agent State Law Examination
  1997-09-05

Other Names

• Brendon C Planz
• Brendon Charles Planz