Joshua Richard Brandon Griep

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

• 10/2014 → 11/2020
  Tiaa
  Pasadena, CA
• 11/2020 → 03/2024
  Cetera Advisors Llc
  Denver, CO
• 11/2020 → 05/2024
  Riviera Private Wealth Services
  Santa Barbara, CA
• 03/2024 → 05/2024
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 05/2024 → Present
  Edward Jones
  St. Louis, MO

Previous Registrations

• 2024-03-21 → 2024-05-16
  Cetera Investment Advisers Llc
  Santa Barbara, CA
• 2020-11-02 → 2024-03-21
  Cetera Advisors Llc
  Greenwood Village, CO
  Santa Barbara, CA
• 2014-11-05 → 2020-11-13
  Tiaa-Cref Individual & Institutional Services, Llc
  Pasadena, CA
  Santa Barbara, CA
• 2009-07-31 → 2014-10-24
  Edward Jones
  Maryland Heights, MO
  Ojai, CA
  Ojai, CA
• 2008-12-17 → 2009-06-19
  Edward Jones
  Sun Prairie, WI
  Madison, WI
  St Louis, MO

Other Businesses

Riviera Private Wealth Services LLC Type of business: Investment Properties Calabasas, CA Start date: 11/2/2020 Owner Hours per week: 0 Hours during trading: 0 Real estate held under LLC ***** "Riviera Private Wealth Services LLC Type: Investment Properties Date: 11/02/20 Title: Owner Trad Hrs: 0 Tot Hrs: 0 Desc: Real estate held under LLC City-State: Calabasas CA"

Exams

• S66 Uniform Combined State Law Examination
  2008-12-05

Other Names

• Joshua Richard Griep