Gary B Hessert

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

• 06/2014 → 10/2022
  Regions Bank/Cetera
  Winter Garden, FL
• 10/2022 → 02/2026
  Lpl Financial Llc/Mccoy Federal Credit Union/Trustage
  Orlando, FL
• 02/2026 → Present
  Edward Jones
  St. Louis, MO

Previous Registrations

• 2022-10-19 → 2026-03-23
  Lpl Financial Llc
  San Diego, CA
  Orlando, FL
  Orlando, FL
  Lake Mary, FL
  Orlando, FL
  Kissimmee, FL
  Orlando, FL
  Orlando, FL
  Clermont, FL
  Winter Garden, FL
  Winter Garden, FL
• 2014-07-30 → 2022-10-17
  Cetera Investment Advisers Llc
  Leesburg, FL
  Ocoee, FL
  Leesburg, FL
  Ocoee, FL
• 2013-09-19 → 2014-03-21
  Fifth Third Securities, Inc.
  Apopka, FL
  Altamonte Springs, FL
  Orlando, FL
  Orlando, FL
  Casselberry, FL
  Orlando, FL
• 2012-11-15 → 2013-09-12
  Lanark Financial, Inc.
  Tavares, FL
• 2011-01-11 → 2012-06-12
  Td Ameritrade, Inc.
  Winter Park, FL
• 2011-02-04 → 2012-06-12
  Td Ameritrade Investment Management, Llc
  Orlando, FL
• 2009-12-08 → 2011-01-04
  Truist Investment Services, Inc.
  Cocoa Beach, FL
  Rockledge, FL
  Cocoa, FL
  Melbourne, FL
  Titusville, FL
  Merritt Island, FL
  Cocoa, FL
  Titusville, FL
• 2007-03-29 → 2009-10-23
  Colonial Asset Management Inc
  Clermont, FL
  Montgomery, AL
• 2003-09-15 → 2006-12-04
  Td Ameritrade, Inc.
  Orlando, FL
  Orlando, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-11-27
• S63 Uniform Securities Agent State Law Examination
  1997-02-10

Other Names

• Gary Bell Hessert