Brian Blake Fitzpatrick

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

• 03/2009 → 11/2019
  Edward Jones
  St Louis, MO
• 10/2021 → Present
  Edward Jones
  St. Louis, MO
• 01/2020 → 07/2021
  Cone Distributing, Inc.
  Ocala, FL

Previous Registrations

• 2009-06-15 → 2019-11-27
  Edward Jones
  St Louis, MO
  Orlando, FL
  Inverness, FL
  Orlando, FL
  Inverness, FL
  Crystal River, FL
  Inverness, FL

Other Businesses

Woodfields Sherman Holdings, LLC Type of business: Mechanical Contractors Ocala, FL Start date: 1/1/2025 LPT Hours per week: 0 Hours during trading: 0 No responsibilities

Exams

• S66 Uniform Combined State Law Examination
  2009-05-29

Designations

• Certified Financial Planner