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Brett Thomas Jones

Edward Jones

Monett, MO

CRD 7319524

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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

AuthorityCategoryStatusDate
TX RA APPROVED 2021-05-07
MO RA APPROVED 2021-03-03
  • TX RA
    APPROVED
    Since 2021-05-07
  • MO RA
    APPROVED
    Since 2021-03-03

Branch Locations

864 E Us 60 Ste F, Monett, MO 65708 • 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
OrganizationCityStateFromTo
Edward Jones Monett MO 12/2020 Present
Jones Farm Mount Vernon MO 05/2019 12/2020
Jones Farm Mount Vernon MO 02/2018 05/2019
University Of Missouri Columbia MO 08/2012 01/2018
  • 12/2020 → Present
    Monett, MO
  • 05/2019 → 12/2020
    Jones Farm
    Mount Vernon, MO
  • 02/2018 → 05/2019
    Jones Farm
    Mount Vernon, MO
  • 08/2012 → 01/2018
    University Of Missouri
    Columbia, MO
Other Businesses

Sigma Development Company, LLC Type of business: Fraternity (estimated start date) Belton, MO Start date: 7/1/2016 LPT Hours per week: 0 Hours during trading: 0 no duties

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-03-02
  • S66 Uniform Combined State Law Examination
    2021-03-02

View on SEC IAPD

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