Aidan
O'Grady

Edward Jones

CRD#6904924
Investment Advisor
in Vero Beach, FL
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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

Series 66

Years of Experience

11 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Disclosures

No

Office Location

2901 Cardinal Drive
Vero Beach, FL 32963

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Edward Jones Brokerage Details

Total Assets Under Management

$328,988,570,418

FL Average: $11,469,110,461
Total Number of Employees

23,408

FL Average: 458
Total Number of Accounts

3,047,151

FL Average: 33,415
Average Account Size

$107,966

FL Average: $343,232

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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.

2018 - Present (1 year)

Edward Jones

2016 - 2017 (1 year)

Pnc Bank

2015 - 2016 (1 year)

Target

2013 - 2015 (2 years)

American Cancer Society

2011 - 2014 (3 years)

Little Einstien Academy

2010 - 2010 (< 1 year)

Arby'S

2009 - 2011 (2 years)

Student

2007 - 2009 (2 years)

Missionary Flights International

Disclosures

Aidan O'Grady has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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