Brooks
Farmer

Edward Jones

CRD#5889078
Investment Advisor
in Charleston, WV

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About this Advisor

Brooks Farmer is an investment advisor in Charleston, West Virginia. Currently an advisor at Edward Jones, they have accumulated 10 years of professional experience as a financial advisor. Farmer holds a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Farmer can act as a financial advisor in Texas and West Virginia. During their career, Farmer has held roles at Farmer Cline And Campbell Pllc and Edward Jones. Edward Jones is based out of Charleston, West Virginia, and operates out of 14,439 brick-and-mortar locations across the country. In aggregate, Edward Jones manages $423 billion in assets throughout 3,336,586 accounts and employs more than 25,919 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 1,067,474 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 10% of the advisory firm's customers are high-net-worth individuals, meaning they have greater than $1 million in capital. 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 may charge clients asset-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

10 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

1018 Kanawha Blvd East Suite 107
Charleston, WV 25301

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Edward Jones Brokerage Details

Total Assets Under Management

$423,236,579,906

WV Average: $11,469,110,461
Total Number of Employees

25,919

WV Average: 458
Total Number of Accounts

3,336,586

WV Average: 33,415
Average Account Size

$126,847

WV 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

Brooks Farmer Work History

Brooks has 10 years of experience.

2011 - Present (9 years)

Edward Jones

2010 - 2011 (1 year)

Farmer Cline And Campbell Pllc

Disclosures

Brooks Farmer has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Edward Jones

Marcelo Fallick
Houston, TX
Nicholas Horstman
Williamston, MI
Brian Webb
Madisonville, KY
Ryan Collins
Amery, WI
Danielle Patnode
Erie, CO
Nolan Jeter
Atlanta, GA
Meghan Casey
Milford, NJ
Donald Smith
Suffolk, VA

This content was compiled from the SEC and FINRA.

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