Beau Daryl Greer

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

• 03/1999 → Present
  Edward D. Jones & Co., L.P.
  Montgomery, AL

Other Businesses

Tanglewood Farm LLC Type of business: LLC Montgomery, AL Start date: 11/27/2015 Member Hours per week: 6 Hours during trading: 0 Co-operate with other members to maintain farmland. * Mineral and Mining Rights Montgomery, AL Start date: 8/23/2021 Partner Hours per week: 1 Hours during trading: 0 holding a mining and mineral lease * Donald W Greer Irrevocable Trust Type of business: ILIT Montgomery, AL Start date: 10/31/2007 Trustee Hours per week: 0 Hours during trading: 0 Trustee for brothers trust

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-05-05

Designations

• Certified Financial Planner