Best Investors Account Sign in

Tamara J Brentley

Edward Jones

Nashville, TN

St. Louis, MO

CRD 6396495

Claim This Profile
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

AuthorityCategoryStatusDate
MO RA APPROVED 2026-08-20
TN RA APPROVED 2026-08-20
  • MO RA
    APPROVED
    Since 2026-08-20
  • TN RA
    APPROVED
    Since 2026-08-20

Branch Locations

Nashville, TN • United States

12555 Manchester Road, St. Louis, MO 63131 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ubs Financial Services Inc Nashville TN 03/2016 06/2026
Edward Jones St. Louis MO 08/2026 Present
  • 03/2016 → 06/2026
    Ubs Financial Services Inc
    Nashville, TN
  • 08/2026 → Present
    St. Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-08-19
S63 Uniform Securities Agent State Law Examination 2015-04-28
  • S66 Uniform Combined State Law Examination
    2026-08-19
  • S63 Uniform Securities Agent State Law Examination
    2015-04-28
Other Names
  • Tamara Conrad
  • Tamara Janelle Conrad
  • Tamara Brentley

View on SEC IAPD

More in Nashville, TN

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor