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Gregory B Settineri

Edward Jones

Watkinsville, GA

CRD 5301541

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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 2023-02-10
GA RA APPROVED 2022-09-12
  • TX RA
    APPROVED_RES
    Since 2023-02-10
  • GA RA
    APPROVED
    Since 2022-09-12

Branch Locations

1360 Caduceus Way Building 200 Suite 102, Watkinsville, GA 30677-0000 • 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
Bankers Life & Casualty Co Parsippany NJ 02/2006 09/2022
Bankers Life Securities North Charleston SC 06/2016 09/2022
Edward Jones St Louis MO 09/2022 Present
  • 02/2006 → 09/2022
    Bankers Life & Casualty Co
    Parsippany, NJ
  • 06/2016 → 09/2022
    Bankers Life Securities
    North Charleston, SC
  • 09/2022 → Present
    Edward Jones
    St Louis, MO
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-04-20
S63 Uniform Securities Agent State Law Examination 2016-10-12
  • S66 Uniform Combined State Law Examination
    2018-04-20
  • S63 Uniform Securities Agent State Law Examination
    2016-10-12
Other Names
  • Greg Settineri
  • Gregory Bruno Settineri

View on SEC IAPD

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