Erika Dawn Gilman

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

• 05/2002 → Present
  Edward Jones
  St Louis , MO

Other Businesses

Rental property Type of business: office rental Richmond, IN Start date: 1/01/2003 Owner Hours per week: 0 Hours during trading: 0 Maintain property Rental Property-Edward Jones Office Type of business: Rental Richmond, IN Start date: 1/1/2003 spouse of owner/landlord Hours per week: 0 Hours during trading: 0 My husband owns his own Edward Jones office

Exams

• S66 Uniform Combined State Law Examination
  2007-01-22
• S63 Uniform Securities Agent State Law Examination
  2002-07-11

Designations

• Certified Financial Planner

Other Names

• Erika Dawn Balser