Brooke Mcgloon
Investment adviser representative at Edward Jones
17 yearsExperience
2 statesRegistered 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
17 years in the industry.
- Edward JonesDec 2020 to now
- Shenandoah GrowersSep 2019 to Jan 2021
- Up With People Jr.Jun 2018 to Aug 2018
- Olive GardenMay 2017 to Jun 2020
- Krispy KremeJan 2017 to Jan 2017
- Student Athlete Services, James Madison UniversityJun 2016 to May 2018
- Full-time Education - James Madison UniversityAug 2015 to May 2019
- James Madison University BookstoreAug 2015 to May 2017
- JourneysOct 2013 to Jan 2017
- Shenandoah Valley UnitedSep 2009 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
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
- 7314348
- Firm CRD
- 250