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Credentials
CFP®, Series 63, Series 66
Experience Industry experience
26 years
Location
Carrollton, MO 64633-2412
Edward Jones
Institution
Jeffrey Adams is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is involved in residential property ownership in Carrollton, Missouri. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
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.
Carrollton, MO Harvest Hills Dr
712 Harvest Hills Dr
Carrollton MO 64633-2412
Advisors at this office
1
Missouri · Texas
26 years of industry experience
Edward Jones
2014 - Present • 12 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
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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.
Series 66
Carrollton, MO
Cetera
Rex Buhrmester is a financial advisor with Cetera in Carrollton, MO, holding a Series 66 credential and 20 years of industry experience. He has also been involved with Buttress and Company, Buhrmester, Swearingin and Company, Inc., and Buhrmester and Associates in various capacities. Outside of his advisory role, Buhrmester serves on the boards of Carroll County Memorial Hospital and Home Savings and Loan Association. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, managing over $256 billion in assets with more than 10,000 advisors.
Series 66
Carrollton, MO
Cetera
Brenda Buhrmester is a financial advisor at Cetera with five years of industry experience and holds a Series 66 designation. Her prior experience includes a decade at the US Department of Housing and Urban Development and ten years at BKD Wealth Advisors, LLC and BKD, LLP. Cetera Investment Advisers LLC is a large SEC-registered firm that serves a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, including discretionary and non-discretionary services, and supports over 10,000 advisors managing more than $256 billion in assets.
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