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Gregory Stephen Betsinger

Edward Jones

Longmont, CO

CRD 1781692

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-03-03
CO RA APPROVED 2007-02-14
  • TX RA
    APPROVED_RES
    Since 2021-03-03
  • CO RA
    APPROVED
    Since 2007-02-14

Branch Locations

600 5Th Avenue Suite A, Longmont, CO 80501 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward D. Jones & Co., L.P. Longmont CO 02/1998 Present
  • 02/1998 → Present
    Edward D. Jones & Co., L.P.
    Longmont, CO
Other Businesses

LOUISVILLE TRAVEL, LTD 615 SOUTH BOULDER ROAD,LOUISVILLE,CO 80027 (303) 665-6970; TRAVEL AGENCY; PRESIDENT, FAMILY BUSINESS; OVERSIGHT; 2-4 HRS PER WK, EVENING HOURS; RETAIN OVERSIGHT UNTIL IT IS SOLD.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-02-09
S63 Uniform Securities Agent State Law Examination 1998-04-18
  • S66 Uniform Combined State Law Examination
    2007-02-09
  • S63 Uniform Securities Agent State Law Examination
    1998-04-18
Other Names
  • Gregory Stephen Betsinger

View on SEC IAPD

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