Brian Washkowiak

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

• 01/2015 → 06/2021
  Fairpointe Capital Llc
  Chicago, IL
• 07/2021 → Present
  Edward Jones
  St Louis, MO

Previous Registrations

• 2015-01-29 → 2021-06-30
  Fairpointe Capital Llc
  Chicago, IL
• 2013-07-01 → 2013-09-26
  Bw Capital Partners
  Chicago, IL

Exams

• S66 Uniform Combined State Law Examination
  2021-09-11

Designations

• Chartered Financial Analyst

Other Names

• Brian Washkowiak
• Brian Martin Washkowiak
• Brian Martin Washkowiak