Eric D Borggard

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

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Great Falls, MT
• 11/2016 → 01/2017
  Wells Fargo Clearing Services, Llc
  Great Falls, MT
• 01/2017 → Present
  Edward Jones
  Great Falls, MT
• 06/2013 → Present
  Eagle Mount Great Falls
  Great Falls, MT
• 08/2016 → 10/2016
  Montana High School Association
  Great Falls, MT

Previous Registrations

• 2008-01-01 → 2017-01-18
  Wells Fargo Clearing Services, Llc
  Great Falls, MT
  Great Falls, MT
• 2006-12-08 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Great Falls, MT
  St. Louis, MO
• 2002-04-25 → 2004-06-18
  D.A. Davidson & Co.
  Great Falls, MT
• 2002-06-27 → 2002-11-27
  Davidson Investment Advisors, Inc.
  Great Falls, MT

Other Businesses

Walla Walla Apartment Partners LP Type of business: Real Estate Development Missoula, MT Start date: 10/3/2023 LPT Hours per week: 0 Hours during trading: 0 None

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-30
• S63 Uniform Securities Agent State Law Examination
  1991-12-07

Designations

• Certified Financial Planner

Other Names

• Eric Delwyn Borggard