Brandon D Hodges

Advisor at Edward Jones — Brookings, OR Ross Road

Updated today

Credentials

Series 66

Experience

11 years

Location

Brookings, OR 97415

Edward Jones logo

Edward Jones

Institution

Total advisors

24,223

Across 14,153 offices

Clients per advisor

166 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Brandon Hodges is a financial advisor at Edward Jones with 10 years of industry experience. He has been with Edward Jones since 2015 and holds the Series 66 designation. Outside of his advisory role, he is a silent partner in a fishing products business and co-owns a real estate investment LLC with his brother. Edward Jones is a full-service wealth management firm serving a diverse client base including individual and institutional investors. The firm offers a range of advisory programs and investment options, managing over $1 trillion in assets through a large network of advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General retirement planning

Occupation focus

Founder/Business Owner

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Fee options

Percentage

$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)

Other

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.

Location

See office

Brookings, OR Ross Road

3 Ross Road

Brookings OR 97415

Advisors at this office

2

Most active in

Oregon · Texas

Work history

11 years of industry experience

Edward Jones

2015 - Present • 11 years

St Louis, MO

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Charles B

CFP®, Series 63

Brookings, OR

Integrity Wealth LLC

Charles Blozinski is a CFP® professional with 21 years of experience in the financial services industry. He currently works at Integrity Wealth LLC and has been with Wild Rivers Financial Services, LLC for 20 years. Integrity Wealth LLC serves individuals, trusts, estates, businesses, charitable organizations, and retirement plans through wealth management, financial planning, discretionary portfolio management, and retirement-plan advisory services. The firm operates as a small team of six advisors and manages approximately $305 million in client assets with customized portfolios primarily using low-cost mutual funds and ETFs.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner

Nathan H

Series 66

Brookings, OR

Edward Jones

Nathan Hanscam is a financial advisor with Edward Jones in Brookings, Oregon, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he worked in education and community support roles, including positions at the Brookings-Harbor School District and Premier Community Supports, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, access to separately managed accounts, mutual funds, and provides services under a fiduciary standard.

Retirement income strategy Wealth management Business ownership considerations Business exit / sale strategy Inheritance planning Founder/Business Owner

Emily R

Series 63

Brookings, OR

Edward Jones

Emily Rumiano is a financial advisor with Edward Jones in Brookings, Oregon, holding a Series 63 designation and 23 years of industry experience. She has been with Edward Jones since 2002. Outside of her advisory work, she operates a clubhouse activity business in Brookings. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Charitable giving & philanthropy Multi-generational wealth transfer Retirement income strategy General estate planning guidance Wealth management Retired Founder/Business Owner Executive

Damien G

Series 63, Series 66

Brookings, OR

Edward Jones

Damien Garrels is a financial advisor with Edward Jones in Brookings, OR, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Multi-generational wealth transfer General estate planning guidance Retired Founder/Business Owner Executive
user avatar

Jonathan T

Series 63, Series 66

Brookings, OR

J.P. Morgan Securities

Jonathan Townley is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary advisory program.

Wealth management Executive Founder/Business Owner
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