Skip to Main Content
Brian Yurovich, Financial Advisor

FINANCIAL ADVISOR
Brian J Yurovich

CFP®
442 Marrett Rd Suite 2, Lexington, MA 02421opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Business Retirement Plans
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • Sustainable investing
  • College Savings

About Brian

Whether it’s your family or your business, as a husband, father and former officer in the U.S. Coast Guard, I understand the dedication and responsibility we feel working on behalf of those we care about most. That’s why I am so inspired by the work that we do at Edward Jones and the impact it carries in people’s lives. Since 2014, I’ve been proudly working with individuals and their families to achieve what is most important to them. By using our proven process and getting to know our clients as individuals, we empower our family of clients to take control...

Work History

  • Edward JonesApril 2014 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • US Coast Guard AcademyBachelor of Science

Personal Interests

  • Spending Time with Family
  • Traveling
  • Movies & Entertainment
  • Personal Fitness
  • Sports Enthusiast

Team Members

  • Donna Antonellis
    Sr. Branch Office Administrator

Send Me a Message

* Required field
* I certify that I am the person identified in the above and give Edward Jones permission to contact me by e-mail or phone. I elect to receive further communications from Edward Jones. If I've previously unsubscribed, I'm acknowledging that I'm resubscribing with Edward Jones.

Office Information

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(781) 860-8809

Fax

(877) 726-4440

Office Address

442 Marrett Rd Suite 2
Lexington, MA 02421opens in a new window

For information about how Edward Jones uses and protects your data, visit our Privacy and Security page:

https://www.edwardjones.com/us-en/privacy 

Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz
An Edward Jones financial advisor shares stock market information with a client on documents and a tablet.

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More