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Brandon Macias

Edward Jones

Geneva, IL

Wheaton, IL

CRD 7072738

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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_RES 2021-04-15
IL RA APPROVED 2019-07-19
  • TX RA
    APPROVED_RES
    Since 2021-04-15
  • IL RA
    APPROVED
    Since 2019-07-19

Branch Locations

Geneva, IL • United States

2001 N Gary Ave Suite 220, Wheaton, IL 60187 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 02/2019 Present
Preservation Bread And Wine Geneva IL 09/2018 02/2019
Wine Not Hospitality Management Arlington Heights IL 07/2016 09/2018
Event Logix International Aurora IL 04/2016 09/2016
  • 02/2019 → Present
    St Louis, MO
  • 09/2018 → 02/2019
    Preservation Bread And Wine
    Geneva, IL
  • 07/2016 → 09/2018
    Wine Not Hospitality Management
    Arlington Heights, IL
  • 04/2016 → 09/2016
    Event Logix International
    Aurora, IL
Other Businesses

Paddock Homes Type of business: Property Rental Milwaukee, WI Start date: 6/1/2018 Owner Hours per week: 1 Hours during trading: 1 Manage property, schedule repairs, collect rents, schedule viewings. ** "DayOne Alliance Type: Date: 03/10/25 Title: Board Member Trad Hrs: 0 Tot Hrs: 0 Desc: Ensure compliance with organization mission, vision and strategic goals. Ensure compliance with ethical standards expected by members. Attend and actively participate in board meetings City-State: St Charles IL" *

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-07-03
  • S66 Uniform Combined State Law Examination
    2019-07-03
Other Names
  • Brandon Lee Macias

View on SEC IAPD

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