Brandon O'neill, financial advisor Westminster MD
93 score

Brandon O'neill

CRD Number: 5896425
Current Firm: Edward Jones

Brandon O'neill (CRD# 5896425) is an Investment Advisor Representative working at Edward Jones in Westminster, MD 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 Mar 2011 - Current 5
Schulman Associates Irb Cincinnati, OH Sep 2010 - Mar 2011 < 1
Covance Inc. Princeton, NJ Jun 2008 - Jul 2010 2
Washington Mutual Bank Seattle, WA Jul 2004 - May 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2011
Contact Info for Brandon R. O'neill
Phone Number: 314-515-2000
Registered State(s):
  • MD
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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