Brent Tatum

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

• 01/2018 → 06/2021
  Andy Oncall
  Summerville, SC
• 03/2016 → 03/2021
  Mosquito Squad
  Charleston, SC
• 09/2009 → 01/2017
  911 Driving School
  Mt. Pleasant, SC
• 07/2021 → Present
  Edward Jones
  St Louis, MO

Other Businesses

Dorchester Habitat for Humanity Summerville, SC Start date: 1/1/2018 Chairman Hours per week: 0 Hours during trading: 0 Volunteer position. Oversee the board and President/CEO of Dorchester Habitat. Approve expenses that the President/CEO has submitted for review. Sign as second person for checks over $2,500.

Exams

• S66 Uniform Combined State Law Examination
  2021-09-11

Designations

• Certified Financial Planner
• Chartered Financial Consultant