Bradley A Costiloe
Investment adviser representative at Edward Jones
12 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
12 years in the industry.
- Edward JonesFeb 2025 to now
- Edward JonesAug 2021 to Jan 2025
- JP Morgan Securities LLCMar 2019 to Aug 2021
- JPMorgan Chase Bank NAMar 2019 to Aug 2021
- AXA Advisors LLCOct 2018 to Feb 2019
- Citizens 1st BankJul 2018 to Sep 2018
- Adventures In MissionsAug 2017 to Jun 2018
- University of Texas At TylerAug 2013 to Dec 2016
- Citizens 1st BankJun 2013 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
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
- 7004890
- Firm CRD
- 250