Brandon Edward Chase

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

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2021-03-04
OR	RA	APPROVED	2010-07-07

TX RA
APPROVED_RES

Since 2021-03-04
OR RA
APPROVED

Since 2010-07-07

Branch Locations

294 Nw 2Nd Ave Suite A, Canby, OR 97013-3642 • 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

Organization	City	State	From	To
Edward Jones	St Louis	MO	10/2009	Present

10/2009 → Present

Edward Jones

St Louis, MO

Other Businesses

Vacation Rental Property Pigeon Forge, TN Start date: 12/20/2024 Owner Hours per week: 0 Hours during trading: 0 Managed by a management company - Avada. * Vacation Rental Properties Columbia Falls, MT Start date: 10/1/2021 Owner Hours per week: 0 Hours during trading: 0 Managed by property management company - Evolve.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2009-11-25
S63	Uniform Securities Agent State Law Examination	1995-07-28

S66 Uniform Combined State Law Examination

2009-11-25
S63 Uniform Securities Agent State Law Examination

1995-07-28

View on SEC IAPD