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Paul Robert Gorgas

Edward Jones

New Philadelphia, OH

CRD 3096646

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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 2019-01-02
OH RA APPROVED 2010-01-19
  • TX RA
    APPROVED_RES
    Since 2019-01-02
  • OH RA
    APPROVED
    Since 2010-01-19

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 D. Jones & Co., L.P. St. Louis MO 07/1998 Present
  • 07/1998 → Present
    Edward D. Jones & Co., L.P.
    St. Louis, MO
Other Businesses

Gorgas, LLC Type of business: LLC New Philadelphia, OH Start date: 5/19/2016 Sole Proprietor Hours per week: 2 Hours during trading: 0 Sole Proprietor of my own LLC (only member). The LLC will own the building. * "Rental Property Type: Date: 05/19/16 Title: Trad Hrs: 0 Tot Hrs: 0 Desc: Rent City-State: New Philadelphia OH"

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-03-02
S63 Uniform Securities Agent State Law Examination 1999-02-24
  • S66 Uniform Combined State Law Examination
    2009-03-02
  • S63 Uniform Securities Agent State Law Examination
    1999-02-24
Designations
  • Certified Financial Planner

View on SEC IAPD

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