Brenda Lee Brugger

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	2018-12-21
IL	RA	APPROVED	2016-01-05

TX RA
APPROVED_RES

Since 2018-12-21
IL RA
APPROVED

Since 2016-01-05

Branch Locations

167 Hawick St, Rockton, IL 61072 • 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	Saint Louis	MO	10/2015	Present

10/2015 → Present

Edward Jones

Saint Louis, MO

Other Businesses

BRIEF_DESCRIPTION: Betty Bruton Family Trust Type of business: Family Trust South Beloit, IL Start date: 11/2/2013 Trustee Hours per week: 0 Hours during trading: 0 Pay bills as needed in family trust

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2016-01-04
S63	Uniform Securities Agent State Law Examination	2005-04-11

S66 Uniform Combined State Law Examination

2016-01-04
S63 Uniform Securities Agent State Law Examination

2005-04-11

Designations

Chartered Financial Consultant

Other Names

Brenda Lee Carrell
Brenda Lee Kaaihue
Brenda Lee Olivas

View on SEC IAPD