Brian
Schubert

Edward Jones

CRD#5899193
Investment Advisor
in Tempe, AZ

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About this Advisor

Brian Schubert is an advisor located in Tempe, Arizona. Currently an advisor with Edward Jones, they have accrued 13 years of experience in the financial advisory industry. Schubert has a Series 66 license, which certifies them as both a securities agent and an investment advisor representative. Schubert is registered to serve customers in Missouri. Throughout their career, Schubert has worked at Perio Inc, Edward Jones, Backoffice Associates, Wittenberg University, Community Mercy Health Partners and The Chapel, Sandusky. Edward Jones is based out of Tempe, Arizona, and has 12,884 additional offices in the country. In total, Edward Jones oversees $312 billion in assets across 2,500,304 client accounts and employs more than 23,510 people. The level of assets currently under the firm's management places it among the largest firms in the country. The firm manages 917,687 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 7% of the advisory firm's investors are high-net-worth individuals, meaning they have over $1 million in assets. Edward Jones provides 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

Brian Schubert Work History

Brian has 13 years of experience.

2012 - Present (7 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

2006 - 2009 (3 years)

Wittenberg University

2005 - 2009 (4 years)

Wittenberg University

2005 - 2009 (4 years)

Community Mercy Health Partners

Disclosures

Brian Schubert 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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