Philip James Gross

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

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2014-08-27
PA	RA	APPROVED	2007-06-06

TX RA
APPROVED_RES

Since 2014-08-27
PA RA
APPROVED

Since 2007-06-06

Branch Locations

2159 White Street Suite 24, York, PA 17404 • 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

Organization	City	State	From	To
Edward Jones	St. Louis	MO	03/2007	Present

03/2007 → Present

Edward Jones

St. Louis, MO

Other Businesses

144 Ventures LLC Type of business: LLC to hold a rental property York, PA Start date: 4/5/2024 Partner Hours per week: 1 Hours during trading: 0 We started an LLC to hold a rental property (which we haven't purchased yet) The rental property will mainly be for my son to live in (rent free), but he will have a roommate that will pay a small sum of rent to me.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-05-25

S66 Uniform Combined State Law Examination

2007-05-25

Other Names

Philip James Gross
Phil Gross
Pj Gross
Phil Gross

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