Brian Conrad is a CFP-designated registered investment advisor at Edward Jones, based in Severna Park, MD, with 28 years of industry experience. Brian is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.
Fee Estimator
Location
479 Jumpers Hole Rd Suite 202, Severna Park, MD, 21146
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Brian is involved in several outside business activities. He works for Allred Security Group as a private detective/security agent, dedicating a few hours per week, and as a fill-in captain for Tow Boat U.S., spending about 10-20% of his time. Brian also serves as a commission member for the Anne Arundel County Ethics Board, spending minimal time.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Previous Registrations
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations35 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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