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Gretchen W Clelland

Edward Jones

Jerome, ID

CRD 4197476

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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 2019-03-06
  • TX RA
    APPROVED_RES
    Since 2019-03-06

Branch Locations

111 Pioneer Court Suite 3, Jerome, ID 83338 • 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 St Louis MO 05/2000 Present
Other Businesses

JEROME ROTARY FOUNDATION CHAIRMAN DUTIES: BOARD MEETINGS, PRESENT INFORMATION ABOUT FOUNDATION. * TWIN FALLS COUNTY REPUBLICANS CHAIRMAN DUTIES: OVERSEE ALL ACTVITIES OF THE COUNTY REPUBLICANS ORGANIZATION. * Crimson Sky Trucking Filer, ID Start date: 5/1/2018 Majority owner Hours per week: 0 Hours during trading: 0 Majority owner of a water tender truck that supports wild land fires * Crimson Sky Trucking Type of business: Wild Fire Support Filer, ID Start date: 1/2/2019 Majority Owner Hours per week: 2 Hours during trading: 5 Support Drivers * Crimson Sky trucking Filer, ID Start date: 1/1/2023 Hours per week: 0 Hours during trading: 0 0 *

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2000-08-28
  • S63 Uniform Securities Agent State Law Examination
    2000-08-28
Other Names
  • Gretchen Wines

View on SEC IAPD

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