Braiden James Jolliff

Employer firm

Forvis Mazars Wealth Advisors, LLC CRD 110905

$12.0B regulatory AUM 113 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

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

Current Employers

Employment History

• 06/2022 → 05/2024
  Forvis Wealth Advisors Llc
  Springfield, MO
• 02/2022 → 05/2022
  Bkd Wealth Advisors Llc
  Springfield, MO
• 10/2021 → 12/2021
  Fastenal
  Springfield, MO
• 08/2021 → 12/2021
  Evans Wealth Planning
  Springfield, MO
• 07/2020 → 10/2021
  Fastenal
  Nixa, MO
• 05/2018 → 07/2020
  Fastenal
  Bridgeton, MO
• 05/2017 → 09/2017
  City Of Maryland Heights
  Maryland Heights, MO
• 08/2018 → 05/2020
  St. Charles Community College
  Cottleville, MO
• 08/2020 → 05/2022
  Missouri State University
  Springfield, MO
• 08/2014 → 05/2018
  St. Charles West High School
  St. Charles, MO
• 06/2024 → Present
  Forvis Mazars Wealth Advisors Llc
  Springfield, MO

Designations

• Certified Financial Planner