Brian Michael Conrad

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

• 01/2002 → Present
  Edward Jones
  St Louis, MO

Other Businesses

Anne Arundel County Type of business: County Government Ethics Board Annapolis, MD Start date: 11/1/2023 Commission Member Hours per week: 1 Hours during trading: 0 The Anne Arundel County Ethics Commission administers the Public Ethics Law. It is an independent agency, performing its duties and responsibilities without the oversight of the county government. * Oakley Aviation, LLC Type of business: LLC for Aircraft Ownership Eatonton, GA Start date: 8/1/2025 Owner Hours per week: 0 Hours during trading: 0 Desc: LLC Established for airplane ownership. Simply to own the property of an aircraft.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-07-31
• S63 Uniform Securities Agent State Law Examination
  1997-11-15

Designations

• Certified Financial Planner

Other Names

• Brian Michael Conrad