Unclaimed
Brian Edward Jones is a financial advisor registered with Thrivent Investment Management Inc. Brian Edward Jones is licensed to offer securities and investment advisory services in Arizona, Colorado, Florida, Iowa, Minnesota, Missouri, Pennsylvania, South Dakota, and Wisconsin. Brian Edward Jones has been in the securities industry since October 11, 2001. Brian Edward Jones is also registered as an investment advisor representative in Minnesota. Brian Edward Jones has a Certified Financial Planner designation. Brian Edward Jones provides financial planning, portfolio management for individuals, and other services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MN
11/18/2013 - Present
Thrivent Investment Management Inc. (SAINT PETER MN)
MN
12/03/2001 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
KS
10/11/2001 - 12/03/2001
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 11/14/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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