Brian Peterson

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

Authority	Category	Status	Date
TX	RA	APPROVED	2024-09-10
OR	RA	APPROVED	2024-01-04

TX RA
APPROVED

Since 2024-09-10
OR RA
APPROVED

Since 2024-01-04

Branch Locations

Tualatin, OR • United States

29765 Sw Town Ctr Loop Ste 2, Wilsonville, OR 97070-0000 • 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

Organization	City	State	From	To
Edward Jones	St Louis	MO	10/2023	Present
Umpqua Bank	Portland	OR	07/2014	10/2023

10/2023 → Present

Edward Jones

St Louis, MO
07/2014 → 10/2023

Umpqua Bank

Portland, OR

Other Businesses

Brian Peterson Type: Rental Property Date: 02/11/25 Title: Owner Trad Hrs: 0 Tot Hrs: 0 Desc: Rental Property - Hiring Property Management Company to manage rental/tenants. City-State: Milwaukie OR

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-12-26

S66 Uniform Combined State Law Examination

2023-12-26

Other Names

Brian Russell Peterson
Brian R Peterson

View on SEC IAPD