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Carson Gessner

Edward Jones

New Philadelphia, OH

CRD 7058323

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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 2019-09-17
OH RA APPROVED 2019-03-18
  • TX RA
    APPROVED
    Since 2019-09-17
  • OH RA
    APPROVED
    Since 2019-03-18

Branch Locations

130 Second Street Northwest, New Philadelphia, OH 44663 • 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 St Louis MO 01/2019 Present
Newton Asphalt Paving Strasburg OH 08/2017 01/2019
Vertical Knowledge Chagrin Falls OH 08/2017 11/2017
Axs Group Cleveland OH 10/2014 09/2017
  • 01/2019 → Present
    St Louis, MO
  • 08/2017 → 01/2019
    Newton Asphalt Paving
    Strasburg, OH
  • 08/2017 → 11/2017
    Vertical Knowledge
    Chagrin Falls, OH
  • 10/2014 → 09/2017
    Axs Group
    Cleveland, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-03-15
  • S66 Uniform Combined State Law Examination
    2019-03-15
Other Names
  • Carson Mitchell Gessner

View on SEC IAPD

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