Brooke Suzanne Bradley

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

• 02/2011 → 10/2016
  Edward Jones Investments
  Irving, TX
• 10/2016 → Present
  Edward Jones
  St. Louis, MO

Other Businesses

Trietsch United Methodist Church Flower Mound, TX Start date: 1/29/2023 Finance Committee Member Hours per week: 0 Hours during trading: 0 Main Tasks of the Committee Provides financial direction for the congregation and regularly reports to the Leadership Board. Provides for the process of the annual stewardship campaign. Provides for annual budget. Creating and administrating the budget is one of the most fundamental tasks

Exams

• S66 Uniform Combined State Law Examination
  2012-07-30

Designations

• Certified Financial Planner

Other Names

• Brooke Suzanne Nicholas