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Brandon Everett Jones

Investment Adviser Representative at Continuum Advisory, LLC

Eagle, IDCRD #6297434Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
12 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Brandon Everett Jones is an investment adviser representative with Continuum Advisory, LLC in Eagle, ID, where they have been registered since 2025. They have worked in the securities industry since 2014 and have been registered with 4 firms, including RW Investment Management LLC and Wells Fargo Advisors Financial Network, LLC. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Idaho.

Office

873 E. State Street
Eagle, ID 83616

Advisors at this office: 5

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Idaho

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 12/20/2019
Series 63
Uniform Securities Agent State Law Examination
Passed 6/25/2014
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 5/14/2014

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Continuum Advisory, LLCCurrent
1/31/2025 – Eagle, ID
RW Investment Management LLC
1/2/2020 – 12/12/2024Eagle, ID
Wells Fargo Advisors Financial Network, LLC
4/7/2017 – 1/6/2020Boise, ID
Wells Fargo Clearing Services, LLC
8/2/2016 – 4/7/2017Boise, ID

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Wells Fargo Clearing Services, LLC
    Jul 2015 – Apr 2017Boise, ID
  2. Wells Fargo Advisors Financial Network, LLC
    Apr 2017 – Dec 2019Boise, ID
  3. RW Investment Management LLC dba RW Investment Management
    Jan 2020 – Dec 2024Boise, ID
  4. Continuum Advisory, LLC
    Jan 2025 – no end date reportedEagle, ID
  5. Wealth Management Associates
    Jan 2025 – no end date reportedEagle, ID
  6. Osaic Weath
    Jan 2025 – no end date reportedScottsdale, AZ

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Continuum Advisory, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Estimated blended rate
0.0295

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Comprehensive financial planning, business wealth building, personal wealth protection and expansion, and investment guidance for retirement and long-term financial goals

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other Advisers
Firm areas of expertise
Financial PlanningBusiness WealthPersonal WealthHigh Net WorthRetirementInvestmentBoutique Advisory

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
39
Offices listed on AdvisorFinder:
13
Main office:
Eagle, ID
SEC file number:
801-107439

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 30, 2026

View full firm profile

Other advisors at Continuum Advisory, LLC

Showing 12 of 39 in the directory

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brandon Everett Jones has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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