John H Serb

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2016 → Present
  Edward Jones
  St Louis, MO

Other Businesses

ABCF LLC Type of business: Property Holding Company Grosse Ile, MI Start date: 8/1/2014 President Hours per week: 1 Hours during trading: 0 Maintain multiple commercial and residential rental properties with a partner. * Serb Holdings LLC Type of business: Property holding / Consulting Grosse Ile, MI Start date: 6/1/2012 President Hours per week: 1 Hours during trading: 0 Own personal property and provide consulting for a few companies on permits for dredging and other property consulting. * "Rental Income Type: Date: 01/01/22 Title: Trad Hrs: 0 Tot Hrs: 0 Desc: rent City-State: Grosse Ile MI" * "Rental Income Type: Date: 11/20/17 Title: Trad Hrs: 0 Tot Hrs: 0 Desc: rent City-State: Ann Arbor MI" * "Rental Income Type: Date: 11/20/17 Title: Trad Hrs: 0 Tot Hrs: 0 Desc: Rent City-State: Wyandotte MI" * "Rental Income Type: Date: 11/20/17 Title: Trad Hrs: 0 Tot Hrs: 0 Desc: rent City-State: Wyandotte MI" * "Renting Property Type: Date: 01/01/22 Title: Trad Hrs: 0 Tot Hrs: 0 Desc: rent City-State: Grosse Ile MI"

Exams

• S66 Uniform Combined State Law Examination
  2016-03-01

Designations

• Certified Financial Planner

Other Names

• John H Serb
• John H Serb Ii