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Gregory Alan Surber

Edward Jones

Niles, MI

CRD 2312950

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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_RES 2018-12-17
MI RA APPROVED 2010-09-24
  • TX RA
    APPROVED_RES
    Since 2018-12-17
  • MI RA
    APPROVED
    Since 2010-09-24

Branch Locations

2010 S 11Th Street Ste 140, Niles, MI 49120 • 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 05/2000 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-12-29
S63 Uniform Securities Agent State Law Examination 2000-07-14
  • S66 Uniform Combined State Law Examination
    2009-12-29
  • S63 Uniform Securities Agent State Law Examination
    2000-07-14
Other Names
  • Gregory Alan Surber

View on SEC IAPD

Nearby Firms

HARBOUR INVESTMENTS, INC.
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Nearby Investors

Rebecca Sue Brown
KIM DIANE WOODEN
Drew Allen Mikel

Nearby Offices

EDWARD JONES · NILES, MI
HARBOUR INVESTMENTS, INC. · NILES, MI
LPL FINANCIAL LLC · NILES, MI

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