BJ
BJ

Brandon Everett Jones

11 Years of Experience
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningCharitable GivingInsurance PlanningInvestment ManagementFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
38 advisors
Number of Clients
2,849 clients
Average Client Portfolio
$497K average
Assets Under Management
$1.4B

Fee Structure

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Location

873 E. State Street, Eagle, ID, 83616

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Brandon works for Wealth Management Associates as an IAR and Registered Admin, dedicating full-time hours to trading and administrative duties. He also works for Osaic Wealth Management as a nonregistered admin, spending about 10-20% of his time on administrative duties.

Employment History
Current Registrations
Continuum Advisory, LLC
January 2025 - Present · 1 yr 1 mo
Previous Registrations
Rw Investment Management LLC
January 2020 - December 2024 · 4 yrs 11 mos
Wells Fargo Advisors Financial Network, LLC
April 2017 - January 2020 · 2 yrs 9 mos
Wells Fargo Advisors Financial Network, LLCBroker
April 2017 - January 2020 · 2 yrs 9 mos
Wells Fargo Clearing Services, LLC
August 2016 - April 2017 · 8 mos
Wells Fargo Clearing Services, LLCBroker
May 2014 - April 2017 · 2 yrs 11 mos
State Registrations1 state
ID
Advisor
Exams
No exam information available for this advisor.