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Randy Allen Gershman

Edward Jones

Marshfield, WI

CRD 1674361

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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 2018-12-20
WI RA APPROVED 1998-03-10
  • TX RA
    APPROVED_RES
    Since 2018-12-20
  • WI RA
    APPROVED
    Since 1998-03-10

Branch Locations

554 South Central Avenue, Marshfield, WI 54449 • 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 D. Jones & Co., L.P. Marshfield WI 01/1987 Present
  • 01/1987 → Present
    Edward D. Jones & Co., L.P.
    Marshfield, WI
Other Businesses

Rental Property Type of business: Rental Property WI, WI Start date: 5/1/1994 Rental Property Owner Hours per week: 0 Hours during trading: 0 I own and manage two rental units, this is owned jointly with my wife. N612SL Skynance LLC Type of business: aircraft use personal LLC Marshfield, WI Start date: 4/30/2025 owner Hours per week: 0 Hours during trading: 0 i manage a single member llc, aircraft for part 91 use, which is personal in nature.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1987-06-11
  • S63 Uniform Securities Agent State Law Examination
    1987-06-11

View on SEC IAPD

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