Larry Martin Gilbert

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

• 08/2008 → Present
  Edward Jones
  Miles, TX

Other Businesses

self Type of business: Agriculture/sheep San Angelo, TX Start date: 8/1/2022 Owner Hours per week: 8 Hours during trading: 0 Desc: Feed, tend to the health of and care for up to 70 sheep. Also, show and sell seed stock. These are at my home (10 acres) and allow me to apply for an agricultural tax exemption. I am also considering leasing 640 acres.

Exams

• S66 Uniform Combined State Law Examination
  2008-10-30

Designations

• Certified Financial Planner

Other Names

• Larry Gilbert