Mark Minuto
Advisor at Edward Jones
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Edward Jones
Location
Bedford, VA 24523
Credentials
CFP®, Series 66
Industry experience
15 years
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Retirement income strategy
General retirement planning
Wealth management
Work history
Edward Jones
2010 - Present (16 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Mark M
CFP®, Series 63, Series 65
M Oneta, VA
Edward Jones
Brian S
Series 63, Series 65, Series 66
Forest, VA
Fidelity
Brian Soistmann is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He assists clients in reviewing their complete financial situations and developing financial plans aimed at achieving their financial objectives. His approach emphasizes building trust and comfort with clients to support confident investment decisions based on well-developed plans. Brian's professional experience spans several roles and firms in the financial services industry. Before his current position, he served as an Investment Consultant and Financial Representative at Fidelity Investments between 2023 and 2024. He was Vice President and Financial Consultant at Charles Schwab from 2010 to 2011 and managed Soistmann Putney Asset Management as Managing Partner and Portfolio Manager from 2003 to 2010. Earlier in his career, Brian worked as a Financial Advisor at UBS from 1999 to 2003 and as a Financial Consultant at Merrill Lynch from 1996 to 1999.
Ryan K
CFP®, Series 66
Bedford, VA
Edward Jones
Chad C
Series 66
Bedford, VA
Edward Jones
Brian B
Series 66
Forest, VA
Edward Jones
Andrew K
Series 66
Forest, VA
Edward Jones
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