Derek GilbertCRD Number: 5919494
Current Firm: Edward Jones
Derek Gilbert (CRD# 5919494) is an Investment Advisor Representative working at Edward Jones in Salem, OR and has over 6 years of experience in the finance industry.
True Private Wealth Advisors, LLC
H. Beck, Inc.
Sagepoint Financial, Inc.
|Edward Jones||St Louis, MO||May 2011 - Current||6|
|Lyons Fire District||Lyons, OR||Oct 2008 - Current||9|
|Stayton Fire District||Stayton, OR||Dec 2009 - May 2011||1|
|Willamette Valley Vineyards||Turner, OR||Nov 2008 - Dec 2009||1|
|Marion County Fire District||Salem, OR||Sep 2006 - Feb 2009||2|
|Jeld-wen Windows And Doors - Stayton||Stayton, RI||Jan 2006 - Jun 2008||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2011|
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)