Gregory J Safford

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

• 12/2023 → Present
  Edward Jones
  St Louis, MO
• 04/2017 → 08/2022
  Safford Insurance, Llc
  Franklin, MA
• 08/2022 → 09/2023
  Axia Insurance Services, Inc.
  West Springfield, MA
• 10/2015 → 04/2017
  Crye-Leike Insurance, Inc.
  Memphis, MA

Exams

• S66 Uniform Combined State Law Examination
  2024-02-07

Other Names

• Gregory James Safford