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Brian Clark

Investment adviser representative at Edward Jones
11 yearsExperience
1 stateRegistered in
$1TFirm assets
62 yearsFirm in business

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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

11 years in the industry.

  1. Edward JonesSep 2024 to now
  2. UnemployedMar 2024 to Sep 2024
  3. Chinburg Builders Inc.Mar 2023 to Mar 2024
  4. UnemployedNov 2022 to Mar 2023
  5. Hometap Equity PartnersJul 2021 to Nov 2022
  6. Ether Properties LLCFeb 2021 to Jul 2021
  7. Cpr ConstructionMar 2019 to Feb 2021
  8. Southern New Hampshire UniversityMar 2019 to Feb 2021
  9. Cit GroupSep 2018 to Mar 2019
  10. Seacoast United Sports ClubJun 2015 to Aug 2018

Exams passed

  • Series 66 · Uniform Combined State Law2024

State registrations

Registered as an investment adviser representative in 1 state (NH).

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
6212025
Firm CRD
250
Advisor's SEC record (opens in a new tab)
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