Jordan GristyCRD Number: 5317915
Current Firm: Edward Jones
Jordan Gristy (CRD# 5317915) is an Investment Advisor Representative working at Edward Jones in Horseshoe Bay, TX and has over 10 years of experience in the finance industry.
Afam Capital, Inc.
Bares Capital Management, Inc.
Summit Financial Group Inc.
|Edward Jones||St Louis, MO||Mar 2012 - Current||5|
|Assent Llc/ Great Point||Austin, TX||Apr 2008 - Feb 2012||3|
|Kershner Trading||Austin, TX||Mar 2007 - Apr 2008||1|
|Texas Tech University||Lubbock, TX||Aug 2002 - May 2007||4|
|Gristy Financial Services||Lubbock, TX||Jan 2004 - Mar 2007||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2007|
|S66||NASAA Uniform Combined State Law Examination||Mar 2012|
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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV