Brian P Cline
Investment adviser representative at Edward Jones
10 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$1TFirm assets
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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
10 years in the industry.
- Edward JonesApr 2026 to now
- Cookson Peirce & Co., Inc.Apr 2024 to Jan 2026
- Citizens Securities Inc.,Jun 2023 to Apr 2024
- The Leaders Group IncFeb 2023 to Jun 2023
- DplJan 2023 to Jun 2023
- LPL Financial, LLCAug 2022 to Dec 2022
- UnemployedNov 2021 to Aug 2022
- Allstate Insurance CompanyMay 2016 to Oct 2021
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2006
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
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
- 4404414
- Firm CRD
- 250