Brian Sachs, financial advisor Grants Pass OR
96 score

Brian Sachs

CRD Number: 3174538
Current Firm: Edward Jones

Brian Sachs (CRD# 3174538) is an Investment Advisor Representative working at Edward Jones in Grants Pass, OR and has over 17 years of experience in the finance industry. Brian Sachs has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Edward D. Jones & Company, LP Grants Pass, OR Jul 1998 - Current 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1999
Contact Info for Brian E. Sachs
Phone Number: 314-515-2000
Registered State(s):
  • OR
  • TX
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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