Brian Bartlett, financial advisor Yarmouth ME
90 score

Brian Bartlett

CRD Number: 5976536
Current Firm: Edward Jones

Brian Bartlett (CRD# 5976536) is an Investment Advisor Representative working at Edward Jones in Yarmouth, ME 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 Sep 2011 - Current 5
Right Direction Crisis Intervention Salt Lake, UT Feb 2011 - Sep 2011 < 1
University Of Southern Me Portland / Lewiston, ME Sep 2008 - May 2011 2
Twic Enrollment Facility Portland, ME Feb 2008 - Jan 2010 1
Us Navy Brunswick, ME Jan 2003 - Mar 2008 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2011
Contact Info for Brian A. Bartlett
Phone Number: 314-515-2000
Registered State(s):
  • ME
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
90
Clean Record
This advisor has a clean track record with regulators.

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