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Bryan Luebbert leads the Asset Allocation and Investment Risk teams within the Advice and Guidance department. In this role, he is responsible for ensuring the firm’s capital market assumptions and asset allocation advice and guidance are driven by the best interest of clients. He also works to ensure that the efforts of his team, which includes investment risk oversight of the Edward Jones Advisory SolutionsTM and Bridge Builder mutual funds, support the firm’s vision of becoming the first choice of serious, long-term investors.
Bryan is the senior chief investment officer of the Edward Jones Trust Company and a member of the Edward Jones Investment Policy Committee, which utilizes the firm’s investment philosophy to develop advice and guidance to support branch team efforts to help clients meet their long-term financial goals. He was named a principal in 2015.
Bryan worked as an Edward Jones financial advisor intern while earning a degree in economics from Westminster College in Fulton, Mo. After graduating cum laude, Bryan joined Edward Jones full time in 1998 as a member of the Rotational Development Program. In 2000, he left the firm to join A.G. Edwards, where he worked as a senior analyst covering mutual funds and separately managed accounts. He later left A.G. Edwards to serve as a vice president of Trusco Capital Management in Atlanta, Ga., where he covered fixed-income money managers.
In 2007, Bryan rejoined Edward Jones as a senior analyst in Mutual Fund Research. Four years later, he created the Portfolio Construction team and assumed responsibility for the investment management of Advisory Solutions Research Models and Bridge Builder mutual funds.
Bryan is a CFA® charterholder and volunteers on the board of Covenant House Missouri, an organization that serves homeless youth. He and his wife, Melanie, have one son, Nathan.