Wesley Robert Brown

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

• 06/2014 → 01/2020
  U.S. Bank
  Nashville, TN
• 10/2017 → 01/2020
  U.S. Bancorp Investments, Inc.
  Nashville, TN
• 09/2014 → 12/2019
  The University Of The Cumberlands
  Mayfield, KY
• 01/2020 → 06/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jackson, TN
• 06/2022 → Present
  Edward Jones
  St. Louis, MO
• 06/2020 → 02/2022
  University School Of Jackson
  Jackson, TN

Previous Registrations

• 2020-10-22 → 2022-06-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Jackson, TN

Other Businesses

Alzheimer's Association Type: Date: 06/14/24 Title: Community engagement chair Trad Hrs: 0 Tot Hrs: 0 Desc: Community engagement chair City-State: Nashville TN

Exams

• S66 Uniform Combined State Law Examination
  2020-10-16
• S63 Uniform Securities Agent State Law Examination
  2018-02-06

Designations

• Certified Financial Planner
• Chartered Financial Consultant