Scott Breyfogle
Advisor at Edward Jones
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Logan, IA 51546
Credentials
Series 66
Industry experience
2 years
About
Scott Breyfogle is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked in education for over 16 years, including positions at Woodbine Community School District and Maple Valley Anthon Oto Community School District. He also teaches personal finance courses through Ignite Pathways. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the United States.
Client services
Based on Edward Jones
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Retirement income strategy
College savings (529s, UTMA, etc.)
General retirement planning
Fee options
$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.
Location
115 North 4 Th Ave Ste 200
Logan, IA 51546
Most active in
Scott B has reported serving >5 clients in these states in the last 12 months.
Iowa · Texas
Work history
Edward Jones
2023 - Present (3 years)
Woodbine Community School District
2020 - 2023 (3 years)
Maple Valley Anthon Oto Community School District
2007 - 2020 (13 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Brian F
Series 66
Logan, IA
J. W. Cole Advisors, Inc.
Brian Fitzpatrick is a financial advisor at J.W. Cole Advisors, Inc. with 14 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Farm Bureau. Outside of finance, he has acted in commercials since 2010. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent advisers. The firm offers a range of portfolio management and financial planning services, utilizing discretionary and non-discretionary investment approaches supported by fundamental and technical analysis, model portfolios, and digital advice platforms.
Kaintrel U
Series 66
Missouri Valley, IA
Edward Jones
Kaintrel Unger is a Series 66 licensed financial advisor with Edward Jones in Missouri Valley, Iowa, with nine years of industry experience. Unger has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.
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