Brent O'NEal

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

• 09/2016 → 01/2021
  Carillon Fund Distributors Inc
  St Petersburg, FL
• 09/2016 → 01/2021
  Eagle Asset Management
  St Petersburg, FL
• 10/2012 → 10/2016
  City Of St Petersburg
  St Petersburg, FL
• 03/2021 → Present
  Edward Jones
  St Louis, MO

Other Businesses

Rental Property St. Petersburg, FL Start date: 7/1/2025 Owner Hours per week: 0 Hours during trading: 0 Make sure house continues to function. Pay mortgage and insurance.

Exams

• S66 Uniform Combined State Law Examination
  2021-04-08
• S63 Uniform Securities Agent State Law Examination
  2019-03-11

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Brent O'NEal
• Brent Alan Oneal
• Brent Oneal