Brian P Martin

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	2014-08-21
WI	RA	APPROVED	1997-01-09

TX RA
APPROVED_RES

Since 2014-08-21
WI RA
APPROVED

Since 1997-01-09

Branch Locations

Mcfarland, WI • United States

Weston Place 625 N Segoe Rd Suite 108, Madison, WI 53705-3194 • 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 D. Jones & Co., L.P.	Madison	WI	09/1996	Present

09/1996 → Present

Edward D. Jones & Co., L.P.

Madison, WI

Other Businesses

RENTAL HOUSE Type of business: Residential rental Madison, WI Start date: 7/7/1999 Landlord Hours per week: 1 Hours during trading: 1 Desc: LANDLORD RENTING TO NON-EDJ RENTERS * RENTAL DUPLEX Type of business: Rental of duplex Stoughton, WI Start date: 11/10/2021 Landlord Hours per week: 1 Hours during trading: 1 Manage property * RENTAL DUPLEX - UNIT 2 Type of business: Rental of duplex Stoughton, WI Start date: 11/10/2021 Landlord Hours per week: 1 Hours during trading: 1 Manage property

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1997-01-02

S63 Uniform Securities Agent State Law Examination

1997-01-02

Other Names

Brian Patrick Martin

View on SEC IAPD