Greta A O'very

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	2021-03-03
MO	RA	APPROVED	2021-02-11
KS	RA	APPROVED	2021-01-29

TX RA
APPROVED_RES

Since 2021-03-03
MO RA
APPROVED

Since 2021-02-11
KS RA
APPROVED

Since 2021-01-29

Branch Locations

800 W 47Th St Suite 711, Kansas City, MO 64112 • 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
Axa Advisors, Llc	New York	NY	02/2016	06/2020
Equitable Advisors, Llc	New York	NY	02/2016	01/2021
Edward Jones	St. Louis	MO	01/2021	Present

02/2016 → 06/2020

Axa Advisors, Llc

New York, NY
02/2016 → 01/2021

Equitable Advisors, Llc

New York, NY
01/2021 → Present

Edward Jones

St. Louis, MO

Previous Registrations

2016-03-16 → 2021-02-03

Equitable Advisors, Llc

Shawnee, KS

Overland Park, KS

Overland Park, KS

Other Businesses

Johnson County Community College Type: Community College Date: 10/05/22 Title: Life and Leisure Instructor Trad Hrs: 2 Tot Hrs: 4 Income: 0 Desc: Teaching Basic Investing in JCCC's continuing education department as a Life and Leisure instructor"

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2016-03-16

S66 Uniform Combined State Law Examination

2016-03-16

Other Names

Greta Morgan
Greta Anne Morgan
Greta Anne O'VEry
Greta Anne Overy

View on SEC IAPD