BB
CFP
BB
CFP

Bryan Brown

10 Years of Experience
Enid, OK
Broker

Bryan Brown is a CFP-designated registered investment advisor at Edward Jones, based in Enid, OK, with 10 years of industry experience. Bryan 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24078 advisors
Number of Clients
4,069,320 clients
Average Client Portfolio
$249K average
Assets Under Management
$1013.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.40%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

215 Kenwood Blvd, Enid, OK, 73701

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Bryan is a partner in B&B Land Holding, which buys and sells land and minerals, and helps with business development for "Me in Three", a website. He also owns a home for personal use and is a board member of Wind River HOA, dedicating minimal time to the HOA.

Employment History
Current Registrations
Edward Jones
October 2017 - Present · 9 yrs
Edward JonesBroker
September 2017 - Present · 9 yrs 1 mo
Previous Registrations
PFS Investments INC.Broker
June 2005 - March 2007 · 1 yr 9 mos
State Registrations16 states
ARAZCOCTFLKSMANCNHOKORSCTNTXVAWA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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