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Todd Stephen Gerber

Edward Jones

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About Todd Stephen Gerber

Todd Gerber is a financial advisor registered with Edward Jones. Todd has been in the financial services industry since July 1975. Previously, Todd worked at Wells Fargo Advisors, LLC, A. G. Edwards & Sons, Inc., Commonwealth Financial Network, Citigroup Global Markets Inc., Lehman Brothers Inc., E. F. Hutton & Company Inc., Dean Witter Reynolds Inc., and Dean Witter & Co. Incorporated. Todd holds multiple FINRA licenses and has been licensed in several states.

Firm Information

Todd Gerber is currently registered with Edward Jones. Edward Jones is a financial services firm headquartered in St. Louis, Missouri, that offers investment management and financial planning services to individuals, families, and businesses. Founded in 1941, the firm has a nationwide network of over 19,832 licensed agents and 22,210 registered representatives. Edward Jones manages approximately $10 billion to $50 billion in assets for a variety of clients, including high-net-worth individuals, corporations, and pension plans. The firm provides a range of advisory services, including portfolio management for individuals and businesses, pension consulting, and financial planning. Edward Jones is registered with the Securities and Exchange Commission and holds licenses in all 50 states, the District of Columbia, and Puerto Rico.
Edward Jones

12555 MANCHESTER RD

ST. LOUIS, MO 63131

$824.99B

Assets Under Management

27,895

Total Clients

22,064

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

See schedule d - miscellaneous

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Todd Gerber’s Registration & Firm History

CA

03/11/2019 - Present

Edward Jones (SONOMA CA)

AK

01/01/2008 - 03/16/2015

WELLS FARGO ADVISORS, LLC (ANCHORAGE AK)

AK

08/02/2005 - 01/03/2008

A. G. EDWARDS & SONS, INC. (ANCHORAGE AK)

MA

04/16/2004 - 08/02/2005

COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)

NY

07/31/1993 - 05/06/2004

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

NY

04/11/1988 - 07/31/1993

LEHMAN BROTHERS INC. (NEW YORK NY)

NA

09/12/1980 - 04/11/1988

E. F. HUTTON & COMPANY INC

NA

02/24/1978 - 10/12/1980

DEAN WITTER REYNOLDS INC.

NA

12/06/1973 - 02/24/1978

DEAN WITTER & CO. INCORPORATED

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Licenses & Designations

BC

Issued 01/03/1981

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/18/1979

Series 24 - General Securities Principal Examination

BC

Issued 04/30/1979

Series 12 - NYSE Branch Manager Examination

BC

Issued 04/23/1979

Series 4 - Registered Options Principal Examination

BC

Issued 01/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/26/2008

Series 31 - Futures Managed Funds Examination

BC

Issued 10/09/1981

Series 5 - Interest Rate Options Examination

BC

Issued 09/15/1980

PC - AMEX Put and Call Exam

BC

Issued 11/29/1973

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are 2 public disclosures for Todd Stephen Gerber. Review regulatory record here.
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