Scott Brown is a registered investment advisor at Edward Jones, based in Mt Shasta, CA, with 21 years of industry experience. Scott 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
204 W Lake St Suite A, Mt Shasta, CA, 96067-2254
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Regulatory History (1)
Financial
February 2020Other Business Activities
Scott is the president of rental properties in Halifax, VA, since 2012, where he pays bills and collects rents. He is also an adjunct professor at Simpson University in Redding, CA, since 2023, teaching one business class per semester, dedicating minimal time to this.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations29 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
More Advisors
- Kevin Charter, CFP, ChFCEdward Jones