Brandon Helton (CRD# 7189484) is an Investment Advisor Representative working at Edward Jones in Greeneville, TN and has over 4 years of experience in the finance industry.
CRD# 4697774
Osaic Wealth, Inc.
CRD# 2587374
Edward Jones
CRD# 5575979
Values First Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | Nov 2019 - Current | 4 |
| Kawasaki Tennessee, Inc. | Morristown, TN | Jul 2017 - Oct 2019 | 2 |
| Steve Masoner Construction | Morristown, TN | May 2017 - Jul 2017 | < 1 |
| State Farm - Chris Woodlee | Franklin, TN | Jul 2016 - Jun 2017 | < 1 |
| East Tennessee State University | Johnson City, TN | Aug 2014 - Jul 2016 | 1 |
| Helton's Lawn And Landscape | Morristown, TN | Mar 2010 - Jul 2016 | 6 |
| Walter State Community College | Morristown, TN | Aug 2012 - Jul 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2020 |
- TN
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
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Average Account Value$145,755
- A percentage of assets under your management
- Other
- 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)
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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