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Brian Keith Wortinger

Edward Jones

Monument, CO

CRD 7707761

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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 2025-12-03
CO RA APPROVED 2025-09-04
  • TX RA
    APPROVED
    Since 2025-12-03
  • CO RA
    APPROVED
    Since 2025-09-04

Branch Locations

16055 Old Forest Pt Suite 100, Monument, CO 80132-8670 • 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 06/2025 Present
Colorado Springs Utilities Colorado Springs CO 04/2021 07/2025
United States Army Washington DC 07/1991 04/2021
  • 06/2025 → Present
    St Louis, MO
  • 04/2021 → 07/2025
    Colorado Springs Utilities
    Colorado Springs, CO
  • 07/1991 → 04/2021
    United States Army
    Washington, DC
Other Businesses

521 W Pikes Peak, LLC Type of business: Property Rental Colorado Springs, CO Start date: 6/1/2025 Owner Hours per week: 0 Hours during trading: 0 Owner of LLC Rental Property Type of business: Property Rental Colorado Springs, CO Start date: 5/20/2022 Owners Hours per week: 0 Hours during trading: 0 Maintain property Fireshoe Entertainment LLC Type of business: Entertainment Tacoma, WA Start date: 9/1/2019 Partner Hours per week: 0 Hours during trading: 0 Advise on film production JobbWon, Inc., DBA Integrated Strategies Type of business: Consulting Colorado Springs, CO Start date: 6/1/2025 Owner Hours per week: 4 Hours during trading: 2 Desc: Own JobbWon, under which I conduct outside nonfinancial consulting services Defense Finance and Accounting Service Indianapolis, IN Start date: 7/1/2021 Hours per week: 0 Hours during trading: 0 Desc: No responsibilities Department of Veterans Affairs Colorado Springs, CO Start date: 7/1/2021 Hours per week: 0 Hours during trading: 0 Desc: No responsibilities N/A Colorado Springs, CO Start date: 2/26/2026 N/A Hours per week: 2 Hours during trading: 2 Asked to author an Op Ed article for two papers in Colorado on a non-industry related topic (an energy bill in the Colorado General Assembly). Two hours, once. Have spoken with compliance who referred me to WEB616657 and to call Field Supervision. Spoke with Salena Amos at FSD.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-03
  • S66 Uniform Combined State Law Examination
    2025-09-03

View on SEC IAPD

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