Brandon
Slotness

Edward Jones

CRD#5927157
Investment Advisor
in Tempe, AZ

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About this Advisor

Brandon Slotness is an advisor who is based out of Tempe, Arizona. Currently an investment advisor at Edward Jones, Slotness has 11 years of professional experience as a financial advisor. Slotness maintains a Series 66 license, which certifies them as both a securities agent and an investment advisor representative. Slotness is registered to serve investors in Arizona. Over the course of their career, Slotness has held roles at Snell Motors, Minnesota State University, Edward Jones, Merrill Lynch, Pierce, Fenner & Smith Inc, Nike Inc, Metlife Securities Inc, Wispak, Century College and Hollister Co. Edward Jones is based out of Tempe, Arizona, and has 12,884 other locations in the United States. Overall, Edward Jones manages $312 billion in assets across 2,500,304 client accounts and employs more than 23,510 people. The amount of assets the firm manages places it among the largest firms in the country. The firm manages 917,687 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 7% of the advisor firm's customers are high-net-worth individuals, meaning they have over $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

Years of Experience

11 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

8620 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

Brandon Slotness Work History

Brandon has 11 years of experience.

2013 - Present (6 years)

Edward Jones

2013 - 2013 (< 1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2012 - 2013 (1 year)

Nike Inc

2012 - 2013 (1 year)

Metlife Securities Inc

2012 - 2012 (< 1 year)

Edward Jones

2011 - 2012 (1 year)

Edward Jones

2009 - 2011 (2 years)

Snell Motors

2009 - 2009 (< 1 year)

Wispak

2009 - 2009 (< 1 year)

Century College

2008 - 2009 (1 year)

Hollister Co

2007 - 2011 (4 years)

Minnesota State University

2007 - 2011 (4 years)

Minnesota State University

Disclosures

Brandon Slotness 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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