Sabrina Lynette Brown

Advisor at Edward Jones — Brookfield, MO

Updated today

Credentials

CFP®, Series 66

Experience

4 years

Location

Brookfield, MO 64628

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

Sabrina Brown is a CFP® and Series 66-registered financial advisor with Edward Jones, where she has worked since 2019. She has four years of industry experience and previously held roles at Monsanto Company, Wayne Foster Farms, Inc., and Precision Agricultural Services, Inc. Outside of her advisory work, she is Vice President of a family farm in Triplett, MO. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance Charitable giving & philanthropy

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

Demographic focus

Women's Finance Women Professionals

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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

Brookfield, MO

814 Fairlane Drive

Brookfield MO 64628

Advisors at this office

2

Most active in

Missouri · Texas

Work history

4 years of industry experience

Edward Jones

2021 - Present • 5 years

St Louis, MO

Precision Agricultural Services, Inc.

2020 - 2020 • 1 year

Versailles, KY

Wayne Foster Farms, Inc.

2019 - 2021 • 2 years

Triplett, MO

Missouri Valley College

2016 - 2016 • 1 year

Marshall, MO

Monsanto Company

2015 - 2019 • 4 years

Marshall, 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

Becky F

Series 63, Series 65

Brookfield, MO

Cetera

Becky Fitzgerald is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 26 years of industry experience. She has worked with Cetera and its affiliates since 2009 and also has experience at Verimore Bank and First Missouri National Bank. Outside of her financial advisory role, she serves as co-treasurer for the Linn County SB 40 Board, is a board member and trustee for the Linn County Health Department, and is an elected clerk for the North Salem Township Board. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with various program structures and custodial relationships.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive

Caleb H

CFP®, Series 66

Brookfield, MO

Edward Jones

Caleb Henke is a CFP® and Series 66-licensed financial advisor with Edward Jones in Brookfield, MO, bringing three years of industry experience. Prior to joining Edward Jones, he spent six years with FCS Financial. He serves as a board member of the Linn County Farm Bureau, which engages in scholarship awards and legislative activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Retirement income strategy College savings (529s, UTMA, etc.) General retirement planning Retired Founder/Business Owner Executive
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