Brandon Starwalt, financial advisor Ontario OR
93 score

Brandon Starwalt

CRD Number: 5387163
Current Firm: Edward Jones

Brandon Starwalt (CRD# 5387163) is an Investment Advisor Representative working at Edward Jones in Ontario, OR and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Apr 2014 - Current 2
Brandon Starwalt Insurance Agency Mountain Home, ID Mar 2011 - Apr 2014 3
State Farm Vp Management Corp. Mountain Home, ID Jan 2011 - Apr 2014 3
State Farm Insurance Mountain Home, ID Jan 2011 - Feb 2011 < 1
State Farm Vp Management Corp Erie, CO Jul 2010 - Jan 2011 < 1
State Farm Insurance Erie, CO Jul 2010 - Jan 2011 < 1
State Farm Insurance Sandy, OR May 2010 - Jul 2010 < 1
State Farm Vp Management Corp. Sandy, OR May 2010 - Jul 2010 < 1
Chase Investment Services Ft. Collins, CO Jul 2007 - May 2010 2
Jpmorgan Chase Bank Na Ft Collins, CO Jul 2007 - May 2010 2
Wells Fargo And Company Grand Junction, CO Dec 2006 - Jun 2007 < 1
Wells Fargo Financial Grand Junction, CO May 2006 - Dec 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2010
S66 NASAA Uniform Combined State Law Examination Jun 2014
Contact Info for Brandon B. Starwalt
Phone Number: 314-515-2000
Registered State(s):
  • OR
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
93
Clean Record
This advisor has a clean track record with regulators.

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