Brian Don Van Winkle

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

• 12/2008 → Present
  Edward Jones
  St Louis, MO

Other Businesses

ETP Holdings, LLC Type of business: Real Estate holdings Mount Vernon, OH Start date: 9/12/2017 Member Hours per week: 0 Hours during trading: 0 Desc: This LLC will receive lease payments from Edward Jones. As a member, I will pay the property tax, condominium association fees and property insurance from this account. ** Rental Type of business: Commercial Rental Property Mount Vernon, OH Start date: 1/1/2020 Owner Hours per week: 0 Hours during trading: 0 Desc: lease the office.

Exams

• S66 Uniform Combined State Law Examination
  2009-02-13

Other Names

• Brian Van Winkle