Jeffrey
Brewer

Dimensional Fund Advisors Lp

CRD#5977196
Investment Advisor
in Charlotte, NC
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About this Advisor

Jeffrey Brewer is a certified financial planner operating out of Charlotte, North Carolina, who has been in the financial industry for 13 years. Brewer is currently employed by Dimensional Fund Advisors Lp. During their career, the advisor has held roles at University Of Delaware, The A&F Group, Liberty Mutual Group, West Chester University, Manayunk Nightlife and Dimensional Fund Advisors. Brewer has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Texas. Dimensional Fund Advisors Lp is a financial advisory company based in Charlotte, North Carolina. It has offices in two locations and a total of 863 people on staff. It handles $637 billion in total assets among its 465 client accounts, placing it among the largest firms in the nation by assets under management. The firm provides financial advisory services to nine charitable organizations. Of its 465 customer accounts, just 6% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The firm performs a number of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Financial management fee schedules typically vary depending on which services the firm provides the client. However, fees charged by Dimensional Fund Advisors Lp likely consist of any blend of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

13 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Disclosures

No

Office Location

201 N Tryon Street Suite 2200/2300
Charlotte, NC 28202

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Dimensional Fund Advisors Lp Brokerage Details

Total Assets Under Management

$636,627,401,726

NC Average: $3,042,739,679
Total Number of Employees

863

NC Average: 49
Total Number of Accounts

465

NC Average: 2,315
Average Account Size

$1,369,091,187

NC Average: $1,314,358

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Jeffrey Brewer Work History

Jeffrey has 13 years of experience.

2011 - Present (8 years)

Dimensional Fund Advisors

2010 - 2011 (1 years)

West Chester University

2010 - 2011 (1 years)

Manayunk Nightlife

2009 - 2009 (0 years)

The A&F Group

2008 - 2009 (1 years)

Liberty Mutual Group

2005 - 2009 (4 years)

University Of Delaware

Disclosures

Jeffrey Brewer has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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