Gregory Bryce Coffing

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/1999 → Present
  Edward D. Jones & Co., L.P.
  St. Louis, MO

Other Businesses

J&M Company, LLC Type of business: LLC Mount Vernon, OH Start date: 8/1/2013 Member Hours per week: 0 Hours during trading: 0 Maintain Property. "Kokosing Gap Trail Gambier, OH Start date: 10/18/2016 Board Member Hours per week: 0 Hours during trading: 0 Help to maintain the bike trail, vote on and participate in projects for the trail." M&J Company LLC Type of business: LLC Mount Vernon, OH Start date: 2/12/2020 Member Hours per week: 0 Hours during trading: 0 This LLC was set up to hold a 76 acre farm

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-09-09

Designations

• Certified Financial Planner