About this Advisor
Georgiana Bircher is a financial advisor whose office is in New Bern, North Carolina. Currently an investment advisor at Edward Jones, they have gathered 17 years of practice in the financial advisory industry. Bircher has a Series 66 license, certifying the advisor as both a securities agent and an investment advisor representative. Bircher is able to work with customers in North Carolina and Texas. Their career trajectory has included roles at Edward Jones, Go Events & Timing LLC, Impact Communications LLC, Gabb Ink and Nautilus Wealth Management. Edward Jones is based out of New Bern, North Carolina, and has 14,439 locations in the nation. In total, Edward Jones manages $423 billion in assets across 3,336,586 accounts and retains more than 25,919 people. The firm's total assets under management places it among the largest financial advisory firms in the country. The firm manages 1,067,474 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 10% of the advisory firm's clients are high-net-worth individuals, meaning they have over $1 million in capital. Edward Jones can provide 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
Georgiana Bircher Work History
Georgiana has 17 years of experience.
Go Events & Timing LLC
Nautilus Wealth Management
Impact Communications LLC
Georgiana Bircher has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Edward Jones
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.