Brandon
Slotness

Edward Jones

CRD#5927157
Investment Advisor
in Tempe, AZ

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About this Advisor

Brandon Slotness is an investment advisor who is based out of Tempe, Arizona. Currently an investment advisor with Edward Jones, Slotness has 12 years of experience as a financial advisor. Slotness maintains a Series 66 license, certifying the advisor as both a securities agent and an investment advisor representative. Slotness can work with investors based out of 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 and Metlife Securities Inc. Edward Jones is headquartered in Tempe, Arizona, and operates out of 13,586 other locations throughout the nation. In aggregate, Edward Jones oversees $329 billion in assets dispersed across 3,047,151 accounts and employs more than 23,408 people. The level of assets currently under the firm's management places it among the biggest firms in the country. The firm manages 996,779 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 9% of the advisor firm's investors 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

13 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 13 years of experience.

2013 - Present (7 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

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

Logan Bryant
Lenoir City, TN
Brooks Farmer
Charleston, WV
Jamie Mladenoff
Hanover, PA
Jessica Millan
Rochester, NY
Samuel Bates
Saint George, UT
Shawn Bulliner
Florence, SC
Gabriel Rockers
Saint Joseph, MO
Craig Dennis
Middletown, CT

This content was compiled from the SEC and FINRA.

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