Brandon James Robertson

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
WA	RA	APPROVED	2015-12-11

WA RA
APPROVED

Since 2015-12-11

Branch Locations

2101 W Dolarway Rd Suite 3, Ellensburg, WA 98926-7846 • 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 No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Edward Jones	St Louis	MO	08/2015	Present

08/2015 → Present

Edward Jones

St Louis, MO

Previous Registrations

2009-01-28 → 2009-05-21

Edward Jones

Wenatchee, WA

St Louis, MO

Other Businesses

BMFRR LLC Type of business: Real Estate Partnership Ellensburg, WA Start date: 12/24/2025 Partnership Hours per week: 0 Hours during trading: 0 Desc: This LLC Partnership was formed to purchase property. The purchase of the property is for the intent to have new construction of an office space to house my office, along with a fellow Edward Jones FA's office. The Edward Jones Advisor is David Fiske of Ellensburg.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2015-10-16

S66 Uniform Combined State Law Examination

2015-10-16

Designations

Certified Financial Planner

Other Names

Brandon J Robertson

View on SEC IAPD