Bruce S O'leary
Investment adviser representative at Edward Jones
11 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
11 years in the industry.
- Edward JonesMay 2026 to now
- The Well Community Church ArgyleDec 2025 to now
- Temple Emanu-elDec 2023 to now
- Mt Hebron Missionary Baptist ChurchAug 2025 to Nov 2025
- Clear Pro AvFeb 2024 to May 2026
- Nexos LLCAug 2023 to Nov 2023
- Resi MediaMay 2021 to Aug 2023
- Clear Pro AvOct 2019 to May 2021
- Hyundai Capital AmericaSep 2018 to Oct 2019
- Ahltech SolutionMay 2018 to May 2018
- Integra SolutionsJun 2017 to Feb 2018
- FlextechJun 2017 to Jul 2017
- Northplace ChurchJun 2016 to Feb 2024
- The Cross ChurchJun 2015 to Jul 2017
- First Baptist Church WylieMay 2015 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 8267330
- Firm CRD
- 250