Scott Edwin Brown

Advisor at Edward Jones — Mt Shasta, CA W Lake St

Updated today

Credentials

Series 63, Series 66

Experience

21 years

Location

Mt Shasta, CA 96067-2254

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

Scott Brown is a financial advisor with Edward Jones in Mt Shasta, CA, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, Brown serves as an adjunct professor teaching business classes at Simpson University. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory programs and investment solutions, supported by a nationwide network of over 23,000 financial advisors. The firm offers discretionary and non-discretionary strategies, access to separately managed accounts and affiliated funds, and operates under a fiduciary standard.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) Multi-generational wealth transfer Wealth management

Occupation focus

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

Mt Shasta, CA W Lake St

204 W Lake St Suite A

Mt Shasta CA 96067-2254

Advisors at this office

2

Most active in

California · Texas

Work history

21 years of industry experience

Edward Jones

2005 - Present • 21 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

Sarah M

CFP®, CFA®

Weed, CA

Camriel Advisors

I started Camriel Advisors to offer a more personal kind of financial planning - one built on trust, thoughtful guidance, and long-term partnership. While many advisors focus mainly on managing investments, my approach is rooted in comprehensive planning that looks at your entire financial life - not just your portfolio. Think of me as an outsourced CFO for your finances. At the heart of my work are four key principles: personalized service, education, responsiveness, and diligence. Clients deserve clear advice, consistent support, and a plan that truly fits their lives. That’s why I work virtually — to be available when you need me, wherever you are. As a fee-only fiduciary, I’m committed to putting your interests first. I don’t earn commissions or sell products. My role is to listen carefully, offer honest insight, and help you make informed decisions with confidence. With deep training as both a CFA charterholder and a CFP® professional (a combination that’s rare among financial advisors), I bring a level of technical expertise that allows me to deliver a high standard of advice. The name Camriel Advisors comes from my two children, Camille and Gabriel. It’s a daily reminder of why this work matters and how deeply I care for the people I serve. Every client relationship is approached with the same dedication and respect I give my own family. If that sounds like the kind of relationship you're looking for, I’d love to connect. Schedule a free consultation to get started.

Wealth management Technology Professional Young Families Gen Y/Millennials (Born 1980-1995)
user avatar

Gabriella S

Series 65

Mount Shasta, CA

Choreo, LLC

Gabriella Brandao is a financial advisor at Choreo, LLC with three years of industry experience. She holds a Series 65 designation and has worked at several firms including Enso Wealth Management and as a contractor for Mark Clure. Gabriella is based in Mount Shasta, CA. Choreo provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, and corporate clients. The firm focuses on strategic asset allocation and diversified model portfolios, offering services such as portfolio management, financial planning, and specialized consulting like 1031 exchanges and Opportunity Zone advice.

Retirement income strategy Founder/Business Owner Retired Executive
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Casey C

CFP®, Series 66

Mount Shasta, CA

Mariner Independent

Casey Clure is a CFP® and holds a Series 66 license with 11 years of industry experience. He is currently with Mariner Independent and has previously worked at Edward Jones, Enso Wealth Management, and AGT CPAs & Advisors. He has also been involved with UC Berkeley Extension since 2022. Mariner Independent serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, tax support, insurance solutions, and access to alternative investments through a network of over 100 advisors and affiliated businesses.

Options & derivatives strategies Private / alternative investments Tax-loss harvesting Founder/Business Owner Retired
user avatar

Mark C

CFP®, Series 63, Series 66

Mount Shasta, CA

Choreo, LLC

Mark Clure is a CFP® professional with 32 years of experience in the financial industry. He currently works at Choreo, LLC and previously held roles at Enso Wealth Management, LLC and Edward D. Jones & Co., L.P. Outside of his advisory work, Clure is involved in local businesses as a brewery board member and partial owner of Fall River Brewing Company and as a half owner of Black Dog, Inc., a restaurant in Mount Shasta, CA. Choreo, LLC serves a diverse client base including individual and high-net-worth investors, family offices, corporate and retirement plan sponsors, endowments, and institutional clients. The firm employs a quantitative and committee-approved investment process with varied portfolio implementation strategies and offers a broad range of advisory services such as discretionary portfolio management, financial planning, and outsourced CIO consulting.

Retirement income strategy Founder/Business Owner Retired Executive
user avatar

Robert G

PFS™

Mt. Shasta, CA

Mariner Independent

Robert Griffith is a financial advisor with Mariner Independent in Mt. Shasta, CA. He holds the PFS™ designation and has been with Mariner since 2026. Prior to joining Mariner, he has worked with AGT CPAs and Advisors since 2016. Mariner Independent serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, coordinated tax support, insurance solutions, and access to alternative investments through a network of investment adviser representatives.

Options & derivatives strategies Private / alternative investments Tax-loss harvesting Founder/Business Owner Retired
user avatar

Dorian A

Series 66

Mt. Shasta, CA

Commonwealth Financial Network

Dorian Aiello is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and bringing 23 years of industry experience. He has been with Commonwealth Financial Network since 2003 and also has a long tenure at Aiello, Goodrich & Teuscher dating back to 1980. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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