Brian Thomas 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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2015 → 01/2020
  Bankers Life & Casualty
  Lafayette, IN
• 12/2017 → 01/2020
  Bankers Life Securities
  Lafayette, IN
• 01/2020 → Present
  Edward Jones
  St Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2020-08-03
• S63 Uniform Securities Agent State Law Examination
  2019-02-07

Other Names

• Brian Martin