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Garrett L Moody

Edward Jones

Waupun, WI

CRD 8206674

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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 2026-07-01
WI RA APPROVED 2026-03-26
  • TX RA
    APPROVED
    Since 2026-07-01
  • WI RA
    APPROVED
    Since 2026-03-26

Branch Locations

1001 W Main St., Waupun, WI 53963 • 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 01/2026 Present
Schreiber Foods Inc Green Bay WI 03/2016 01/2026
  • 01/2026 → Present
    Edward Jones
    St. Louis, MO
  • 03/2016 → 01/2026
    Schreiber Foods Inc
    Green Bay, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-25
  • S66 Uniform Combined State Law Examination
    2026-03-25

View on SEC IAPD

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