Joshua Brown

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 → 05/2018
  O'NEill Vintners & Distillers
  Parlier, CA
• 07/2016 → 12/2017
  Amazon
  Seattle, WA
• 05/2018 → 10/2018
  Unemployed
  Fresno, CA
• 01/2019 → 11/2019
  Teacher's Pension & Insurance
  Oakdale, CA
• 08/2019 → 11/2019
  Encompass More, A Division Of Verity Asset Management
  Durham, NC
• 11/2019 → Present
  Edward Jones
  St.LOuis, MO
• 10/2018 → 12/2018
  Morgan Stanley
  Fresno, CA

Previous Registrations

• 2019-08-14 → 2019-11-14
  Verity Asset Management
  Durham, NC
  Clovis, CA

Other Businesses

Padrino's Guild Type: Date: 01/01/24 Title: President Trad Hrs: 0 Tot Hrs: 0 Income: 0 Desc: access to bank accounts, check writing authority and handling money, voting on endowment pledges"

Exams

• S66 Uniform Combined State Law Examination
  2020-01-24
• S65 Uniform Investment Adviser Law Examination
  2019-07-20

Designations

• Certified Financial Planner

Other Names

• Joshua David Brown
• Joshua Brown
• Joshua D Brown