Brandon Macias, financial advisor Wheaton IL

Brandon Macias

CRD Number: 7072738
Current Firm: Edward Jones

Brandon Macias (CRD# 7072738) is an Investment Advisor Representative working at Edward Jones in Wheaton, IL 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 Feb 2019 - Current 5
Preservation Bread And Wine Geneva, IL Sep 2018 - Feb 2019 < 1
Wine Not Hospitality Management Arlington Heights, IL Jul 2016 - Sep 2018 2
Event Logix International Aurora, IL Apr 2016 - Sep 2016 < 1
Punch Bowl Social Schaumburg, IL Feb 2016 - Jul 2016 < 1
Boji Bay Fun House And Pavilion Milford, IA Dec 2013 - Feb 2016 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2019
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Brandon Macias
Phone Number: 314-515-2000
Registered State(s):
  • IL
  • 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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