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Brendan R Lewis

Edward Jones

Marion, IL

CRD 6764784

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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
TX RA APPROVED 2025-04-23
IL RA APPROVED 2025-04-14
  • TX RA
    APPROVED
    Since 2025-04-23
  • IL RA
    APPROVED
    Since 2025-04-14

Branch Locations

312 West Main Street, Marion, IL 62959 • 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
Edward Jones St. Louis MO 12/2024 Present
Edward Jones Hendersonville TN 06/2019 08/2019
Caterpillar Financial Services Corp Nashville TN 08/2020 04/2021
Paycom Payroll Llc Chicago IL 04/2021 11/2024
Unemployed Chicago IL 01/2005 06/2020
  • 12/2024 → Present
    Edward Jones
    St. Louis, MO
  • 06/2019 → 08/2019
    Edward Jones
    Hendersonville, TN
  • 08/2020 → 04/2021
    Caterpillar Financial Services Corp
    Nashville, TN
  • 04/2021 → 11/2024
    Paycom Payroll Llc
    Chicago, IL
  • 01/2005 → 06/2020
    Unemployed
    Chicago, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-20
  • S66 Uniform Combined State Law Examination
    2025-02-20
Other Names
  • Brendan Randolph Lewis

View on SEC IAPD

Nearby Firms

KCPAG FINANCIAL ADVISORS LLC
FIFTH THIRD SECURITIES, INC.
LPL FINANCIAL LLC

Nearby Investors

SHEILA RAE LAUTENBACHER
JOLENE MARIE JOHNSON
NATHAN C SCHOLES

Nearby Offices

KCPAG FINANCIAL ADVISORS LLC · Marion, IL
FIFTH THIRD SECURITIES, INC. · MARION, IL
EDWARD JONES · MARION, IL

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