Jonathan DerbyCRD Number: 5515993
Current Firm: Edward Jones
Jonathan Derby (CRD# 5515993) is an Investment Advisor Representative working at Edward Jones in Eugene, OR and has over 9 years of experience in the finance industry.
Kms Financial Services, Inc.
1st Global Advisors Inc.
Sapient Private Wealth Management, LLC
|Edward Jones||St. Louis, MO||Apr 2008 - Current||9|
|Unemployed||Eugene, OR||Feb 2008 - Apr 2008||< 1|
|Fortec Medical||Streetsboro, OH||Aug 2007 - Feb 2008||< 1|
|Ganz, Inc.||Cheektowaga, NY||Sep 2006 - Aug 2007||< 1|
|Extended Travel||Eugene, OR||Jun 2006 - Sep 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2008|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)