BJ
Braiden J. Jolliff
FORVIS MAZARS WEALTH ADVISORS
Springfield, MO 65806
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CRD#: 7428773
BJ
Professional summary
Braiden James Jolliff is a registered financial advisor currently at FORVIS MAZARS WEALTH ADVISORS, LLC located in Springfield, Missouri.
Braiden is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Braiden has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Braiden James Jolliff's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 21, 2024 - Present
FORVIS MAZARS WEALTH ADVISORS, LLC
Office #1: 910 East St Louis Street Suite 400, Springfield, MO 65806RIA
CRD#: 110905
Springfield, MO
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FM
FORVIS MAZARS WEALTH ADVISORS, LLC
BKD INVESTMENT ADVISORS LLC | FORVIS WEALTH ADVISORS, LLC | FORVIS PRIVATE CLIENT | FORVIS MAZARS WEALTH ADVISORS, LLC | FORVIS MAZARS WEALTH ADVISORS | FORVIS MAZARS PRIVATE CLIENT | BKDWA | BKDIA | BKD WEALTH ADVISORS, LLC
CRD#: 110905 / SEC#: 801-56928
RIA
Registered Investment Advisory firm - (10/28/1999 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Missouri(3/21/2024)
Exams
Current Firm
FM
FORVIS MAZARS WEALTH ADVISORS, LLC
BKD INVESTMENT ADVISORS LLC | FORVIS WEALTH ADVISORS, LLC | FORVIS PRIVATE CLIENT | FORVIS MAZARS WEALTH ADVISORS, LLC | FORVIS MAZARS WEALTH ADVISORS | FORVIS MAZARS PRIVATE CLIENT | BKDWA | BKDIA | BKD WEALTH ADVISORS, LLC
CRD#: 110905 / SEC#: 801-56928
RIA
Registered Investment Advisory firm - (10/28/1999 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
910 East St Louis St, Springfield, MO 65806
Mailing Address
Phone number
(417) 831-7283
Established
Firm type
Fiscal year end
# of Employees
123
SEC notice filing (41 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 13,227 |
| AUM (Assets Under Management) | $ 9,751,986,659 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/18/2025 | ||
| 09/18/2024 | ||
| 01/23/2024 | ||
| 11/21/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
FORVIS MAZARS WEALTH ADVISORS, LLC
CRD#: 110905Springfield, MO 65806TRUST BUT VERIFY
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