Joshua Brown
Investment adviser representative at Edward Jones
3 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$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
3 years in the industry.
- Edward JonesNov 2019 to now
- Encompass More, a Division of Verity Asset ManagementAug 2019 to Nov 2019
- Teacher's Pension & InsuranceJan 2019 to Nov 2019
- Morgan StanleyOct 2018 to Dec 2018
- UnemployedMay 2018 to Oct 2018
- O'neill Vintners & DistillersJan 2018 to May 2018
- AmazonJul 2016 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 4990395
- Firm CRD
- 250