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Brandon Lavertu

Edward Jones

Berlin, NH

CRD 7939107

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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
NH RA APPROVED 2024-11-14
  • NH RA
    APPROVED
    Since 2024-11-14

Branch Locations

1704 Riverside Dr, Berlin, NH 03570 • 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 09/2024 Present
Nh Department Of Corrections Berlin NH 08/2014 09/2024
  • 09/2024 → Present
    St Louis, MO
  • 08/2014 → 09/2024
    Nh Department Of Corrections
    Berlin, NH
Other Businesses

Vert's Property Management PLLC Type of business: Property Management Berlin, NH Start date: 11/1/2023 Partner Hours per week: 0 Hours during trading: 0 Maintain property

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-11
  • S66 Uniform Combined State Law Examination
    2024-11-11
Other Names
  • Brandon Patrick Lavertu

View on SEC IAPD

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