Brent Tatum
Investment adviser representative at Edward Jones
17 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$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
17 years in the industry.
- Edward JonesJul 2021 to now
- Andy OncallJan 2018 to Jun 2021
- Mosquito SquadMar 2016 to Mar 2021
- 911 Driving SchoolSep 2009 to Jan 2017
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (SC).
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
- 7399602
- Firm CRD
- 250