Jennifer March Brady

Advisor at Edward Jones — Fulton, MO East St Eunice Rd

Updated today

Credentials

Series 66, Series 63

Experience

27 years

Location

Fulton, MO 65251

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

Jennifer Brady is a financial advisor with Edward Jones in Fulton, MO, holding Series 66 and Series 63 designations and bringing 27 years of industry experience. She has been with Edward Jones since 1999. Outside of her advisory role, she is a partner in Brady March Holdings LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and proprietary mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Divorce financial planning Retirement income strategy ESG / Sustainable investing

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

See office

Fulton, MO East St Eunice Rd

201 East St Eunice Rd Suite 2

Fulton MO 65251

Advisors at this office

2

Most active in

Missouri · Texas

Work history

27 years of industry experience

Edward D. Jones & Co., L.P.

1999 - Present • 27 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

Timothy B

Series 63, Series 66

Fulton, MO

Smith, Moore & Co.

Timothy Borman is a financial advisor with Smith, Moore & Co., holding Series 63 and Series 66 credentials and 28 years of industry experience. He previously worked at Cetera Investment Advisers LLC, Cetera Investment Services LLC, and The Callaway Bank. Outside of his advisory work, he is involved in farming as a non-investment business activity. Smith, Moore & Co. serves individual and high-net-worth clients, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, and investment consulting. The firm employs a multi-team approach with approximately 50 advisors managing around $2.0 billion in client assets through a variety of investment strategies and third-party manager arrangements.

Business succession planning Founder/Business Owner Executive
user avatar

Austin T

Series 66

Fulton, MO

Smith, Moore & Co.

Austin Taylor is a financial advisor at Smith, Moore & Co. with one year of industry experience. He holds a Series 66 designation and previously worked in education at the University of Missouri-Columbia, Fulton High School, and Fulton Middle School. Smith, Moore & Co. serves individual and high-net-worth clients, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, investment consulting, and model-portfolio solutions. The firm employs both advisor-managed accounts and third-party manager arrangements, overseeing approximately $2.0 billion in client assets.

Business succession planning Founder/Business Owner Executive
user avatar

Blaine P

Series 66

Fulton, MO

Smith, Moore & Co.

Blaine Pestle is a financial advisor at Smith, Moore & Co. with two years of industry experience. He holds the Series 66 designation and previously worked for Calloway Bank for ten years. Outside of advising, he is a co-owner and manager of a short-term rental property. Smith, Moore & Co. serves individual and high-net-worth clients, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, and investment consulting. The firm uses a multi-team approach with a mix of advisor-managed accounts and third-party manager arrangements.

Business succession planning Founder/Business Owner Executive
user avatar

Daniel B

Series 66

Fulton, MO

Smith, Moore & Co.

Daniel Backer is a financial advisor with Smith, Moore & Co. in Fulton, MO, holding a Series 66 designation. He has one year of industry experience and previously worked at Finteris Wealth Management and The Callaway Bank. He also has experience in education through Westminister College. Smith, Moore & Co. provides investment advisory and financial planning services to individual clients, corporations, and pension/profit-sharing plans, utilizing an open-architecture investment approach that combines proprietary models, individual portfolio construction, and outsourced managers.

Business succession planning Founder/Business Owner Executive
user avatar

Aaron R

CFP®, Series 66

Fulton, MO

Smith, Moore & Co.

Aaron Rigdon is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Smith, Moore & Co. since 2021. He previously worked at Cetera and The Callaway Bank. Outside of his advisory role, Rigdon is an insurance agent based in the same office and is involved in several investment-related business activities, including managing farm and rental properties as well as property renovations. Smith, Moore & Co. advises individual and high-net-worth clients, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, and investment consulting. The firm employs both advisor-managed accounts and third-party manager arrangements, with approximately 50 advisors overseeing about $2.0 billion in client assets.

Business succession planning Founder/Business Owner Executive
user avatar

Jessica R

Series 66

Fulton, MO

Wealth Enhancement Advisory Services, LLC

Jessica Rademacher is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and seven years of industry experience. Her career includes roles at Wealth Enhancement Advisory Services since 2020, Wealth Enhancement Group since 2018, LPL Financial from 2018 to 2024, and Baird Private Wealth Management in 2017. She also worked at the University of Northwestern, St. Paul from 2014 to 2018. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and access to separate managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified, risk-class based investment approach combining passive and active management with oversight by an internal Investment Committee.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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