Bryan Dorsey is a registered investment advisor at Edward Jones, based in Rogue River, OR, with 14 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
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
97 Pine Street, Rogue River, OR, 97537
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Regulatory History (2)
Employment Separation After Allegations
March 2011Civil Bond
September 2010Other Business Activities
Bryan is the president of the Rogue River Chamber of Commerce and co-owns rental property in Medford, OR, since 2020. He dedicates minimal time to the rental property.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations11 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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- Dean Stirm, ChFCState Farm Investment Management CORP.