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About this Advisor
Aidan O'Grady is an advisor whose office is in Vero Beach, Florida. Currently a registered financial advisor with Edward Jones, they have accumulated 11 years of professional experience in the financial advisory industry. O'Grady holds a Series 66 license, certifying the advisor as both a securities agent and an investment advisor representative. O'Grady is registered to work with customers based out of Florida and Missouri. Throughout their career, they have worked at Student, Edward Jones, Little Einstien Academy, Pnc Bank, American Cancer Society, Target, Arby'S and Missionary Flights International. Edward Jones is based out of Vero Beach, Florida, and operates out of 12,884 offices across the country. Overall, Edward Jones manages $312 billion in assets dispersed across 2,500,304 client accounts and employs more than 23,510 people. The amount of assets the firm manages places it among the largest firms in the country. The firm manages 917,687 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 7% of the advisor firm's investors are high-net-worth individuals, meaning they have more than $1 million in investable assets. Edward Jones can offer portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm's fees may include asset-based and other fees.
Certifications and Registrations
Years of Experience
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Edward Jones Brokerage Details
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Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Aidan O'Grady Work History
Aidan has 11 years of experience.
American Cancer Society
Little Einstien Academy
Missionary Flights International
Aidan O'Grady has no disclosures.
Please visit their SEC profile for more details.