Kevin Brennan
Investment adviser representative at Edward Jones
12 yearsExperience
14 statesRegistered in
$1TFirm assets
62 yearsFirm in business
Are you Kevin Brennan? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Edward JonesNov 2022 to now
- UnemployedNov 2020 to Sep 2022
- Nuveen Securities, LLCFeb 2014 to Nov 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law2000
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 14 states (AZ, FL, IA, IL, KS, MA, MO, MT, NY, OR, PA, TX, VT, WI).
Edward Jones
Legal name: Edward D. Jones & Co., L.P.
$1TAssets managed
4,069,320Clients
24,099Advisers
62 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2255975
- Firm CRD
- 250