Zach D Girres

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

• 07/2021 → 10/2022
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 08/2018 → 06/2021
  Fareway Food Stores
  Cedar Falls, IA
• 06/2014 → 08/2018
  Fareway Food Stores
  Emmetsburg, IA
• 08/2018 → 05/2021
  University Of Northern Iowa
  Cedar Falls, IA
• 08/2016 → 05/2018
  Iowa Lakes Community College
  Emmetsburg, IA
• 10/2022 → 01/2026
  Morgan Stanley
  Gilbert, AZ
• 01/2026 → Present
  Edward Jones
  St Louis, MO

Previous Registrations

• 2022-12-06 → 2025-12-03
  Morgan Stanley
  Gilbert, AZ
  Gilbert, AZ
• 2021-10-15 → 2022-10-27
  Vanguard Advisers, Inc.
  Scottsdale, AZ

Exams

• S66 Uniform Combined State Law Examination
  2021-10-01

Other Names

• Zach Donald Girres
• Zachary Girres
• Zachary Donald Girres