Gabriel Szerlong, financial advisor Janesville WI

Gabriel Szerlong

CRD Number: 7099511
Current Firm: Edward Jones

Gabriel Szerlong (CRD# 7099511) is an Investment Advisor Representative working at Edward Jones in Janesville, WI and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO May 2019 - Current 3
The Mens Wearhouse Madison, WI Jan 2019 - Current 4
Szerlong For Assembly Milton, WI Apr 2018 - Jan 2019 < 1
State Of Wisconsin Madison, WI Jul 2017 - Apr 2018 < 1
The Mens Wearhouse Madison, WI Apr 2014 - Jul 2017 3
Student Milton, WI May 2009 - Apr 2017 7
State Of Wisconsin Madison, WI Dec 2013 - Apr 2014 < 1
Dunkin Donuts Janesville, WI Jan 2013 - Nov 2013 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2019
Contact Info for Gabriel Szerlong
Phone Number: 314-515-2000
Registered State(s):
  • TX
  • WI
By the Numbers
  • Total Assets Under Management
    654,235
    MILLIONS
  • Total Number of Accounts
    4,299,176
    ACCOUNTS
  • Average Account Value
    $152,177
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, WY

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