Gregory GleasonCRD Number: 5563613
Current Firm: Edward Jones
Gregory Gleason (CRD# 5563613) is an Investment Advisor Representative working at Edward Jones in Virginia Beach, VA and has over 9 years of experience in the finance industry.
Pathway Financial Planning, Inc.
Lincoln Financial Advisors Corporation
Virginia Capital Management Group Inc.
|Edward Jones||St. Louis, MO||Jul 2008 - Current||9|
|Albemarle Investments, Inc.||Virginia Beach, VA||May 2003 - Jul 2008||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2008|
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)