Brigham City, UT N Main Street Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

3

Of 24,095 advisors across 14,159 offices

Location

164 N Main Street

Brigham City UT 84302

Advisors at this office

3

Advisors at this office

Matthew K

CFP®, ChFC®, Series 66

Brigham City, UT

Edward Jones

Matthew Kennedy is a financial advisor at Edward Jones in Brigham City, UT, holding CFP® and ChFC® designations with seven years of industry experience. He previously worked at Tate, Bywater, Fuller, Mickelsen & Tull, PLC from 2015 to 2018. Kennedy is a co-owner of Revision Editing LLC, a partnership formed for tax purposes, with no active responsibilities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs with a nationwide network of over 23,700 financial advisors.

Divorce financial planning Equity Recipients (RS/RSU, SOP, ESPP) Business ownership considerations Business succession planning General estate planning guidance Attorney Founder/Business Owner Intergenerational Families Divorced

Ken K

CFP®, ChFC®, Series 63, Series 66

Brigham City, UT

Edward Jones

Ken Kennedy is a financial advisor with Edward Jones in Brigham City, UT, holding the CFP® and ChFC® designations along with Series 63 and 66 licenses. He has 41 years of industry experience and has been with Edward D. Jones & Co., L.P. since 1984. Outside of his advisory role, he is involved with family ranch interests through registered LLCs. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Retirement income strategy Charitable giving & philanthropy General retirement planning Wealth management Retired Founder/Business Owner Executive

Peter S

Series 66

Brigham City, UT

Edward Jones

Peter Stratford is a financial advisor with Edward Jones in Brigham City, UT, holding a Series 66 designation and five years of industry experience. He has worked at Edward Jones since 2020 and previously held positions at CG4 Solutions and Get Away Today Vacations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors and 15,100 branch offices.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Founder/Business Owner
View complete list of advisors at this office
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