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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
Years of Experience
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Edward Jones Brokerage Details
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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.
The Chapel, Sandusky
Community Mercy Health Partners
Brian Schubert has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Edward Jones
Buffalo Grove, IL
Maryland Heights, MO