Bradley Zoeller
Investment adviser representative at Edward Jones
10 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
10 years in the industry.
- Edward JonesJun 2019 to now
- Concordance Healthcare SolutionsMar 2019 to Jun 2019
- Burns Financial SolutionsSep 2018 to Mar 2019
- Charles SchwabMay 2018 to Jul 2018
- Concordance Healthcare SolutionsMay 2017 to Aug 2018
- New Riegel Local SchoolsMar 2017 to May 2018
- Bowling Green State UniversityAug 2016 to May 2019
- Dundore Plumbing and HeatingJan 2016 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
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
- 6966191
- Firm CRD
- 250