Savannah Gerloff, financial advisor Jefferson City MO

Savannah Gerloff

CRD Number: 6729244
Current Firm: Edward Jones

Savannah Gerloff (CRD# 6729244) is an Investment Advisor Representative working at Edward Jones in Jefferson City, MO and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones Saint Louis, MO Apr 2019 - Current 2
Central Trust Bank Jefferson City, MO Feb 2018 - Mar 2019 1
Lpl Financial LLC Jefferson City, MO Jan 2018 - Mar 2019 1
Jefferson Bank Jefferson City, MO Jan 2018 - Feb 2018 < 1
Edward Jones Saint Louis, MO May 2017 - Dec 2017 < 1
Edward Jones Saint Louis, MO Dec 2016 - May 2017 < 1
Lindenwood University Saint Charles, MO Sep 2016 - Jan 2017 < 1
Lowes Jefferson City, MO Mar 2015 - Sep 2016 1
Lindenwood University Saint Charles, MO Aug 2014 - Mar 2015 < 1
Schultes Fresh Foods Jefferson City, MO Apr 2014 - Aug 2014 < 1
The Children's Place Osage Beach, MO Apr 2014 - Jul 2014 < 1
Saint Elizabeth R-iv Saint Elizabeth, MO Aug 2013 - May 2014 < 1
Mcdonalds Osage Beach, MO May 2013 - Aug 2013 < 1
Saint Elizabeth R-iv Saint Elizabeth, MO May 2008 - May 2013 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2018
Contact Info for Savannah Gerloff
Phone Number: 314-515-2000
Registered State(s):
  • MO
  • TX
By the Numbers
  • Total Assets Under Management
    519,780
    MILLIONS
  • Total Number of Accounts
    3,701,715
    ACCOUNTS
  • Average Account Value
    $140,416
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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