Jennifer Brady

Advisor at Edward Jones

Updated today

Location

Fulton, MO 65251

Credentials

Series 63, Series 66

Industry experience

26 years

About

Jennifer Brady is a financial advisor with Edward Jones in Fulton, MO, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has worked at Edward Jones since 1999. Outside of her advisory role, she is a partner in Brady March Holdings, an LLC based in Fulton. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

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

201 E St Eunice Rd Suite 1

Fulton, MO 65251

Most active in

Missouri · Texas

Work history

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

1999 - Present (27 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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Timothy B

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Fulton, MO

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Aaron R

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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.

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Jessica R

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wealth Enhancement Advisory Services, LLC

Jessica Rademacher is a financial advisor at Wealth Enhancement Advisory Services, LLC with six years of industry experience. She holds the Series 66 designation and has worked at firms including LPL Financial, Baird Private Wealth Management, and RBC Wealth Management. Prior to her advisory roles, she was affiliated with the University of Northwestern, St. Paul. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm combines strategic asset allocation with both passive and active management, supported by an internal Investment Committee and a range of specialized financial planning and consulting services.

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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