Brent Stone, financial advisor Bolivar TN

Brent Stone

CRD Number: 4532495
Current Firm: Edward Jones

Brent Stone (CRD# 4532495) is an Investment Advisor Representative working at Edward Jones in Bolivar, TN and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Feb 2008 - Current 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2002
S66 NASAA Uniform Combined State Law Examination Feb 2008
Contact Info for Brent W. Stone
Phone Number: 314-515-2000
Registered State(s):
  • TN
  • TX
By the Numbers
  • Total Assets Under Management
    692,248
    MILLIONS
  • Total Number of Accounts
    4,749,388
    ACCOUNTS
  • Average Account Value
    $145,755
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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