Travis Jacob Brotherton

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

• 07/2022 → Present
  Edward Jones
  St Louis, MO
• 09/2014 → 06/2022
  Smith & Nephew
  Asheville, NC
• 03/2014 → 06/2022
  Liberty Bicycle
  Asheville, NC

Other Businesses

Liberty Bicycle Type of business: Bicycle Shop Asheville, NC Start date: 1/1/2013 Title: Sales Rep Hours per week: 8 Hours during trading: 0 Desc: Sales Rep

Exams

• S66 Uniform Combined State Law Examination
  2023-01-31