Brad
Gore

Edward Jones

CRD#4479553
Investment Advisor
in Tempe, AZ

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About this Advisor

Brad Gore is a financial advisor whose office is in Tempe, Arizona. Currently an investment advisor at Edward Jones, Gore has 12 years of practice in the financial advisory industry. Gore has Series 66 and Series 63 licenses, qualifying them as a securities representative. Gore is able to operate based out of California. During their career, the advisor has held roles at Mml Investor Services, Michel Financial Group, New York Life Insurance, Nylife Securities LLC, Mass Mutual Life Insurance Company, American General Life Insurance, Ohio National Financial Services, The O.N. Equity Sales Company, Aig Capital Services, Inc and Edward Jones. Edward Jones is headquartered in Tempe, Arizona, and operates out of 12,884 other locations in the United States. As a company, Edward Jones manages $312 billion in assets throughout 2,500,304 accounts and retains more than 23,510 people. The amount of assets the firm manages makes it one of the biggest investment advisory firms in the nation. The firm manages 917,687 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 7% of the advisory firm's clients are high-net-worth individuals, meaning they have more than $1 million in capital. Edward Jones can offer portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm may charge clients asset-based and other fees.

Certifications and Registrations

Series 66, Series 63

Years of Experience

12 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Disclosures

No

Office Location

8333 South River Parkway
Tempe, AZ 85284

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Edward Jones Brokerage Details

Total Assets Under Management

$328,988,570,418

AZ Average: $11,469,110,461
Total Number of Employees

23,408

AZ Average: 458
Total Number of Accounts

3,047,151

AZ Average: 33,415
Average Account Size

$107,966

AZ Average: $343,232

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Brad Gore Work History

Brad has 12 years of experience.

2017 - Present (2 years)

Edward Jones

2015 - 2016 (1 year)

American General Life Insurance

2015 - 2015 (< 1 year)

The O.N. Equity Sales Company

2015 - 2016 (1 year)

Aig Capital Services, Inc

2014 - 2015 (1 year)

Ohio National Financial Services

2013 - 2014 (1 year)

Mml Investor Services

2012 - 2012 (< 1 year)

New York Life Insurance

2012 - 2012 (< 1 year)

Nylife Securities LLC

2012 - 2014 (2 years)

Mass Mutual Life Insurance Company

2006 - 2011 (5 years)

Michel Financial Group

Disclosures

Brad Gore has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Edward Jones

Justin Sorensen
Suffolk, VA
Rebecca Lobosco
Buffalo Grove, IL
Kevin Dwyer
Woodstock, IL
Joel Carignan
Stockton, CA
Jeffery Trentham
Arlington, TX
John Neuenswander
Ballwin, MO
Jon Wallin
Maryland Heights, MO
Davis Linden
Golden, CO

This content was compiled from the SEC and FINRA.

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