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Credentials
CFP®, ChFC®, Series 66
Experience Industry experience
17 years
Location
Trenton, MO 64683
Edward Jones
Institution
Bradley Peters is a CFP®, ChFC®, and holds a Series 66 license, with 16 years of industry experience. He has been with Edward Jones since 2009. He serves as a board member for Friendship Place Apartments in Trenton, Missouri, attending monthly meetings outside of business hours. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of segments. The firm manages approximately $1.01 trillion in assets under management through a network of over 23,000 advisors and offers a variety of advisory programs including wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Based on Edward Jones
Based on Edward Jones
$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)
Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.
Trenton, MO
1728 E 9th St
Trenton MO 64683
Advisors at this office
1
Missouri · Texas
17 years of industry experience
Edward Jones
2009 - Present • 17 years
St Louis, MO
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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