Justin Wayne Brady

Advisor at Edward Jones — Rochester, IN

Updated today

Credentials

Series 66

Experience

4 years

Location

Rochester, IN 46975

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

Justin Brady is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. He previously worked at FBL Marketing Services, LLC and Indiana Farm Bureau. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 financial advisors.

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 Planning for children with special needs

Occupation focus

Military & Veterans 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

Rochester, IN

718 Main Street

Rochester IN 46975

Advisors at this office

4

Most active in

Indiana · Texas

Work history

4 years of industry experience

Edward Jones

2022 - Present • 4 years

Rochester, IN

FBL Marketing Services, LLC

2019 - 2022 • 3 years

West Des Moines, IA

Indiana Farm Bureau

2010 - 2022 • 12 years

Indianapolis, IN

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

Donald C

Series 63, Series 65

Rochester, IN

Advisor Share Wealth Management, LLC

Donald Cameron is a financial advisor at Advisor Share Wealth Management, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Brookstone Capital Management, Tcm Securities, Inc, and Cameron Financial, where he has been involved since 1995. Cameron also engages in insurance sales, including life insurance, fixed annuities, and long-term care insurance products. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional investment advisers, and retirement plans. The firm offers portfolio management, retirement-plan services, and a web-based asset management platform, implementing client strategies through third-party sub-advisers and model portfolios.

Private / alternative investments ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive

Lance N

Series 63, Series 66

Rochester, IN

Edward Jones

Lance Nelson is a financial advisor with Edward Jones in Rochester, Indiana, holding Series 63 and Series 66 credentials and 35 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1990. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

General estate planning guidance Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
user avatar

Chas N

Series 66

Rochester, IN

Edward Jones

Chas Nelson is a financial advisor with Edward Jones in Rochester, Indiana, holding a Series 66 credential and beginning his advisory career in 2025. His prior experience includes roles at Murray Equipment Inc and education positions at Purdue University and Rochester School Corporation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of investment strategies and advisory programs. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,000 advisors and 15,000 branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Matthew B

Series 66

Kewanna, IN

LPL Financial

Matthew Berry is a financial advisor with LPL Financial holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at H.D. Vest Advisory Services and StrategIQ Financial Group. Outside of his advisory work, he is involved in several business ventures including land consulting and owning excavation and other local businesses. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced research tools and a large network of advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Bryan B

Series 65, Series 63

Rochester, IN

LPL Financial

Bryan Bell is a financial advisor at LPL Financial based in Rochester, Indiana, with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at the Social Security Administration. Outside of his advisory role, he is involved in his family business, Plymouth Family Eyecare, where he performs bookkeeping duties. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of strategic and tactical investment options.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar

Ashley C

Series 66

Rochester, IN

Edward Jones

Ashley Chipps is a Series 66 credentialed financial advisor with Edward Jones in Rochester, Indiana, where she has worked since 2013. She has 13 years of experience in the industry. 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 affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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