Brett Berry

Advisor at Edward Jones — Scott City, KS

Updated today

Credentials

Series 66

Experience

9 years

Location

Scott City, KS 67871

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,149 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Brett Berry is a financial advisor with Edward Jones in Scott City, KS, holding a Series 66 designation and nine years of industry experience. He has worked with Edward Jones since 2017 and concurrently operates Berry Realty Inc., a real estate business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients nationwide, offering a range of advisory programs, investment strategies, and affiliated financial services.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

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

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

Scott City, KS

1100 S Main Street

Scott City KS 67871

Advisors at this office

1

Most active in

Kansas · Texas

Work history

9 years of industry experience

Edward Jones

2017 - Present • 9 years

St Louis, MO

B.B. Right of Way LLC

2007 - Present • 19 years

Scott City, KS

Disclosures

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

Business activities & affiliations

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