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Andrew Patrick Gilbert

Edward Jones

Wellington, FL

CRD 7896562

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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 2026-08-26
FL RA APPROVED 2024-06-13
  • TX RA
    APPROVED_RES
    Since 2026-08-26
  • FL RA
    APPROVED
    Since 2024-06-13

Branch Locations

2767 S State Road 7 Suite 202, Wellington, FL 33414-0000 • 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 Jones St Louis MO 04/2024 Present
Oxbridge Academy West Palm Beach FL 08/2021 03/2024
Palm Beach Schools West Palm Beach FL 08/2015 08/2021
Self Employed Wellington FL 01/2012 08/2021
  • 04/2024 → Present
    St Louis, MO
  • 08/2021 → 03/2024
    Oxbridge Academy
    West Palm Beach, FL
  • 08/2015 → 08/2021
    Palm Beach Schools
    West Palm Beach, FL
  • 01/2012 → 08/2021
    Self Employed
    Wellington, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-06-10
  • S66 Uniform Combined State Law Examination
    2024-06-10
Other Names
  • Andrew Gilbert

View on SEC IAPD

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