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Brian J Nelson

Edward Jones

Cedarburg, WI

CRD 8185745

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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 2026-03-31
WI RA APPROVED 2026-01-30
  • TX RA
    APPROVED
    Since 2026-03-31
  • WI RA
    APPROVED
    Since 2026-01-30

Branch Locations

W64 N717 Washington Avenue, Cedarburg, WI 53012 • 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 St. Louis MO 11/2025 Present
Faustel, Inc. Germantown WI 03/2019 11/2025
Braas Company Eden Prairie MN 10/2018 03/2019
Curt G. Joa, Inc. Sheboygan Falls WI 01/2012 10/2018
  • 11/2025 → Present
    St. Louis, MO
  • 03/2019 → 11/2025
    Faustel, Inc.
    Germantown, WI
  • 10/2018 → 03/2019
    Braas Company
    Eden Prairie, MN
  • 01/2012 → 10/2018
    Curt G. Joa, Inc.
    Sheboygan Falls, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-01-29
  • S66 Uniform Combined State Law Examination
    2026-01-29

View on SEC IAPD

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