Gregory Mcmillin

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

• 06/2018 → Present
  Edward Jones
  St Louis, MO
• 05/2012 → 05/2018
  Lanphere Enterprises
  Beaverton, OR

Other Businesses

BRIEF_DESCRIPTION: BNI Portland, OR Start date: 9/15/2023 Visitor Host Hours per week: 0 Hours during trading: 0 Welcome new visitors to the group. BRIEF_DESCRIPTION: Western Display Fireworks Type of business: Fireworks Display Company Canby, OR Start date: 5/6/2022 Pyro Technician Hours per week: 0 Hours during trading: 0 I am in charge of a group of Technicians that set off the fireworks display in Happy Valley Oregon on the 4th of July.

Exams

• S66 Uniform Combined State Law Examination
  2019-01-26

Other Names

• Gregory Trent Mcmillin