Chase Sterling Gabriel

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

• 08/2021 → Present
  Edward Jones
  St Louis, MO
• 08/2021 → 05/2022
  Edward Jones
  Waco, TX
• 07/2021 → 07/2021
  Waterway Wealth Management
  The Woodlands, TX
• 08/2018 → 05/2022
  Baylor University
  Waco, TX
• 05/2013 → 08/2018
  Trinity Christian School
  Lubbock, TX

Exams

• S66 Uniform Combined State Law Examination
  2023-01-23