Georgiana
Bircher

Edward Jones

CRD#4793904
Investment Advisor
in New Bern, NC

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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

Series 66

Years of Experience

17 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

246 Craven St
New Bern, NC 28560

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Edward Jones Brokerage Details

Total Assets Under Management

$423,236,579,906

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

25,919

NC Average: 458
Total Number of Accounts

3,336,586

NC Average: 33,415
Average Account Size

$126,847

NC 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

Georgiana Bircher Work History

Georgiana has 17 years of experience.

2016 - Present (5 years)

Edward Jones

2012 - 2016 (4 years)

Go Events & Timing LLC

2011 - 2011 (< 1 year)

Nautilus Wealth Management

2007 - 2013 (6 years)

Impact Communications LLC

2003 - 2015 (12 years)

Gabb Ink

Disclosures

Georgiana Bircher has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Edward Jones

Marcelo Fallick
Houston, TX
Nicholas Horstman
Williamston, MI
Brian Webb
Madisonville, KY
Ryan Collins
Amery, WI
Danielle Patnode
Erie, CO
Nolan Jeter
Atlanta, GA
Meghan Casey
Milford, NJ
Donald Smith
Suffolk, VA

This content was compiled from the SEC and FINRA.

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.

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