Paul
Brisbane

Edward Jones

CRD#6009102
Investment Advisor
in Tempe, AZ

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About this Advisor

Paul Brisbane is an investment advisor whose office is in Tempe, Arizona. Currently a registered advisor at Edward Jones, Brisbane has 14 years of practice as a registered investment advisor. Brisbane maintains a Series 66 license, qualifying the advisor as both a securities agent and an investment advisor representative. Brisbane is able to work with investors in Arizona. Over the course of their career, they have held roles at Edward Jones, Professional Employment Group - Edward Jones Contractor and Ld Concepts. Edward Jones is located in Tempe, Arizona, and operates out of 13,586 offices in the country. In total, Edward Jones manages $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 largest investment advisory firms in the country. The firm manages 996,779 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 9% of the advisory firm's customers are high-net-worth individuals, meaning they have more than $1 million in investable assets. Edward Jones offers portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm's fees may include asset-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

15 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

Tempe, AZ

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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

Paul Brisbane Work History

Paul has 15 years of experience.

2013 - Present (7 years)

Edward Jones

2011 - 2013 (2 years)

Professional Employment Group - Edward Jones Contractor

2005 - 2011 (6 years)

Ld Concepts

Disclosures

Paul Brisbane 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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