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Brian C

Series 63, Series 66

Edmond, OK

Edward Jones

Brian Cohlmia is a financial advisor with Edward Jones in Edmond, Oklahoma, holding Series 63 and Series 66 registrations and bringing 26 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he is involved with the Fountain Lake Plaza Property Owners Association and is a member of the Oklahoma Earthbike Fellowship, a local nonprofit. 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 options and operates under a fiduciary standard while maintaining a large national network of advisors and branch offices.

Retirement income strategy Wealth management Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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