Brian Pursley

Advisor at Edward Jones

Updated today

Location

Golden, CO 80401

Credentials

Series 66

Industry experience

5 years

About

Brian Pursley is a financial advisor with Edward Jones based in Golden, Colorado, holding a Series 66 designation and four years of industry experience. He has worked at Edward Jones in multiple periods since 2017 and was previously with Evergreen Hurricanes. Outside of his advisory role, he oversees the occasional short-term rental of his primary residence in Evergreen, Colorado. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Wealth management

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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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

1030 Johnson Rd Ste 260

Golden, CO 80401

Most active in

Colorado · Texas

Work history

Edward Jones

2024 - Present (2 years)

Evergreen Hurricanes

2022 - 2024 (2 years)

Edward Jones

2019 - 2022 (3 years)

Unemployed

2017 - 2019 (2 years)

Edward Jones

2017 - 2017 (1 year)

Unemployed

2012 - 2017 (5 years)

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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Tax-loss harvesting College savings (529s, UTMA, etc.) Life insurance needs analysis Options & derivatives strategies
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Westminster, CO

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General retirement planning Retirement income strategy
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CFP®, Series 63, Series 65, Series 66

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Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner Retired
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Series 63, Series 65

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Bart Skidmore is the principal of Skidmore Advisory Services, Inc. in Denver, CO, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at his firm since 2013. In addition, he is a licensed CPA and president of an accounting and tax firm since 2001, performing occasional tax work. He also serves as president of a property management company since 2007. Skidmore Advisory Services provides personalized financial planning and asset management to individuals, trusts, estates, charitable organizations, schools, political subdivisions, and small businesses. The firm tailors investment programs to clients’ objectives and risk tolerance, utilizing fundamental analysis and third-party research, and offers both discretionary and non-discretionary portfolio management alongside comprehensive financial planning services.

Income planning General tax planning Options & derivatives strategies
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Darren S

Series 66

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Darren Spreeuw is a financial advisor at Aviator Wealth Group with nine years of industry experience. He holds a Series 66 designation and has previously worked at Ratio Wealth Group, LLC, MML Investors Services, and Helm Investment Management. Outside of his advisory role, he serves as chairman of the board for the Colorado Student Leaders Institute. Aviator Wealth Group is an independent registered investment adviser serving individuals, institutions, and business clients with discretionary and non-discretionary investment management, financial planning, and consulting services. The firm employs a macro-environmental, top-down approach to tactical asset allocation and offers business-focused consulting including generational transitions and exit planning.

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General retirement planning Business succession planning General estate planning guidance Cash flow / budgeting Founder/Business Owner
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