Best Investors Account Sign in

Gregory Randall Schmidt

Edward Jones

Tualatin, OR

CRD 5452798

Claim This Profile
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 2018-12-14
OR RA APPROVED 2012-02-23
  • TX RA
    APPROVED_RES
    Since 2018-12-14
  • OR RA
    APPROVED
    Since 2012-02-23

Branch Locations

12205 Sw Tualatin Rd 205, Tualatin, OR 97062 • 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
Edward Jones Saint Louis MO 08/2008 Present
Previous Registrations
  • 2008-02-26 → 2008-07-31
    Edward Jones
    Beaverton, OR
    Tigard, OR
    St Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-02-25
  • S66 Uniform Combined State Law Examination
    2008-02-25
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

LPL FINANCIAL LLC
LPL ENTERPRISE, LLC
INDEPENDENT FINANCIAL GROUP, LLC

Nearby Investors

HYE JOUNG LEE
ANTHONY CRAIG COUCH
CRAIG ROBERT NETT

Nearby Offices

LPL FINANCIAL LLC · SAN DIEGO, CA
LPL ENTERPRISE, LLC · SAN DIEGO, CA
LPL FINANCIAL LLC · SAN DIEGO, CA

More in Tualatin, OR

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor