Brad A Payton
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.
- Edward JonesMay 2026 to now
- UnemployedMar 2026 to May 2026
- Wells Fargo Bank, NAOct 2022 to Mar 2026
- UnemployedApr 2022 to Oct 2022
- U.S. BankNov 2020 to Mar 2022
- Bb&t BankMay 2019 to Nov 2020
- Bbva Compass BankJul 2018 to May 2019
- UnemployedJan 2018 to Jun 2018
- Southside BankJul 2015 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (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
- 6555184
- Firm CRD
- 250