Lindsey Marie Brake
Investment adviser representative at Edward Jones
11 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
11 years in the industry.
- Edward JonesJul 2024 to now
- Ulrainsights Processing LabDec 2023 to Feb 2024
- Ultrainsights Processing LabDec 2022 to Feb 2023
- Key Largo On Lake ShetekApr 2021 to Jun 2021
- Tyson FoodsOct 2018 to Jul 2024
- CargillJun 2018 to Sep 2018
- UnemployedMay 2018 to Jun 2018
- Purina Animal NutritionMay 2017 to Aug 2017
- Ultrainsights Processing LabSep 2015 to Apr 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (MN, 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
- 7950310
- Firm CRD
- 250