Derek Greer, financial advisor San Clemente CA
88 score

Derek Greer

CRD Number: 6322109
Current Firm: Edward Jones

Derek Greer (CRD# 6322109) is an Investment Advisor Representative working at Edward Jones in San Clemente, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St. Louis, MO Apr 2014 - Current 2
Repax Tustin, CA Oct 2013 - Apr 2014 < 1
Self-employed Dana Point, CA Jan 2013 - Feb 2014 1
Arc Mercury Costa Mesa, CA Jul 2011 - May 2013 1
Unemployed Phoenix, AZ May 2011 - Aug 2012 1
Arizona State University Mesa, AZ Jan 2010 - May 2011 1
Greer Farms Casion, AZ Jan 2005 - May 2011 6
Brickhouse Capital Scottsdale, AZ Sep 2009 - Nov 2009 < 1
Santa Monica College Santa Monica, CA Jan 2009 - Jun 2009 < 1
Starbucks Santa Monica, CA Sep 2008 - Dec 2008 < 1
Ginas Pizza Laguna Beach, CA Jan 2006 - Jan 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2014
Contact Info for Derek Greer
Phone Number: 314-515-2000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
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
  • 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

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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