Gregory William Dobbs

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

• 01/2003 → Present
  Edward Jones
  St Louis, MO

Other Businesses

Team Trivia Fundraisers Type of business: Fundraiser Auburn, WA Start date: 1/1/2015 Trivia Master Hours per week: 0 Hours during trading: 0 Desc: I host team trivia events fundraising events for non-profits. I have between 2 and 3 events a year. Crystal Mountain Resort Type of business: Ski Resort Enumclaw, WA Start date: 11/22/2023 Mountain Host Hours per week: 1 Hours during trading: 1 Greet guests at beginning and end of ski day. Available on mountain to assists guests. I work 15 days per year, 4 hours during trading and 3 outside of trade hours.

Exams

• S66 Uniform Combined State Law Examination
  2007-02-27
• S63 Uniform Securities Agent State Law Examination
  2003-03-13

Designations

• Certified Financial Planner