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Andrea Joelle Gist

Edward Jones

Auburn, WA

CRD 7396101

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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 2025-08-07
WA RA APPROVED 2025-03-03
  • TX RA
    APPROVED
    Since 2025-08-07
  • WA RA
    APPROVED
    Since 2025-03-03

Branch Locations

824 East Main, Auburn, WA 98002 • 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 Auburn WA 06/2021 04/2025
Hunter Benefits University Place WA 04/2017 01/2021
Westwood Shipping Puyallup WA 07/2016 03/2017
Unemployed Buckley WA 01/2021 06/2021
Edward Jones St. Louis MO 04/2025 Present
  • 06/2021 → 04/2025
    Auburn, WA
  • 04/2017 → 01/2021
    Hunter Benefits
    University Place, WA
  • 07/2016 → 03/2017
    Westwood Shipping
    Puyallup, WA
  • 01/2021 → 06/2021
    Unemployed
    Buckley, WA
  • 04/2025 → Present
    St. Louis, MO
Other Businesses

Playing random performances Type: Date: 12/01/22 Title: Trad Hrs: 0 Tot Hrs: 0 Desc: Playing for Christmas Concert City-State: Kent WA *** Andrea and Ben Gist Type of business: Rental Buckley, WA Start date: 9/15/2020 Owner Hours per week: 1 Hours during trading: 0 Desc: Any maintenance that is needed and general upkeeps. We work with a property manager now *** Untitled Jazz Project Type of business: Band Enumclaw, WA Start date: 8/4/2025 Musician Hours per week: 3 Hours during trading: 0 Desc: I play the Baritone Sax and Tenor Sax in a local jazz group ***

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-18
  • S66 Uniform Combined State Law Examination
    2025-02-18
Other Names
  • Andrea Barney
  • Annie Barney
  • Annie Gist

View on SEC IAPD

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