Modern Wealth Management
46yrs
Top advisor by experience in Kansas City
10yrs
Brian Stone
Financial advisor at Edward Jones
Brian Stone is a fiduciary financial advisor in Kansas City, Missouri, with 10 years in the industry. Brian joined Edward Jones in 2017, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets and flat fees.
One of 540 advisors with offices in Kansas City, and one of 490 fiduciaries.
At a glance
Experience10 years (since 2017)
How that compares ?10 years in the industry
Office800 E 101st Terrace Suite 250, Kansas City, MO 64131
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?2 states
Services through Edward Jones
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2017 – nowEdward JonesCurrent firm
Contact Brian
Local office(816) 396-7984Ask for Brian. (314) 515-2000Main office · St. Louis, MO 800 E 101st Terrace Suite 250Kansas City, MO 64131Office · Get directions
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Questions to ask Brian
Tailored to Brian’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Brian
How do I contact Brian?
Call Brian’s local office at (816) 396-7984 or the Edward Jones main office at (314) 515-2000, and ask for Brian Stone.
How long has Brian been a financial advisor?
Brian has been in the industry since 2017, about 10 years. 10 years in the industry.
What licenses does Brian hold?
Series 66. Tap any license on this page to see what it allows.
Is Brian a fiduciary?
Brian is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Brian paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Brian for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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