Brian
Schubert

Edward Jones

CRD#5899193
Investment Advisor
in Tempe, AZ

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About this Advisor

Brian Schubert is an investment advisor based in Tempe, Arizona. Currently an investment advisor at Edward Jones, they have gathered 10 years of practice in the financial advisory industry. Schubert maintains a Series 66 license, which qualifies the advisor as both a securities agent and an investment advisor representative. Schubert can act as an advisor based out of Missouri. Throughout their career, Schubert has worked at Edward Jones, Backoffice Associates, Perio Inc and The Chapel, Sandusky. Edward Jones is located in Tempe, Arizona, and has 13,586 offices in the nation. In aggregate, Edward Jones manages $329 billion in assets dispersed across 3,047,151 client accounts and employs more than 23,408 people. The firm's total assets under management makes it one of the biggest investment advisory firms in the country. The firm manages 996,779 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 9% of the advisory firm's investors are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Edward Jones can provide 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

Brian Schubert Work History

Brian has 11 years of experience.

2012 - Present (8 years)

Edward Jones

2011 - 2012 (1 year)

Edward Jones

2011 - 2011 (< 1 year)

Edward Jones

2011 - 2011 (< 1 year)

The Chapel, Sandusky

2010 - 2011 (1 year)

Backoffice Associates

2009 - 2010 (1 year)

Perio Inc

Disclosures

Brian Schubert 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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