Gary
Ehret

Edward Jones

CRD#4450859
Investment Advisor
in Seattle, WA
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About this Advisor

Gary Ehret is a certified financial planner who lives in Seattle, Washington. Currently a registered investment advisor with Edward Jones, Ehret has 17 years of work experience as a financial advisor. Ehret maintains a Series 63 license, certifying the advisor as a securities broker. Ehret can work with clients in Washington. Ehret has worked their entire career at Edward Jones. Edward Jones is headquartered in Seattle, Washington, and has 12,884 other brick-and-mortar locations throughout the nation. As an advisory firm, Edward Jones oversees $312 billion in assets dispersed across 2,500,304 client accounts and retains more than 23,510 people. The firm's total assets under management places it among the largest firms in the country. The firm manages 917,687 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 7% of the advisory firm's clients are high-net-worth individuals, meaning they have over $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 may charge clients asset-based and other fees.

Certifications and Registrations

Series 63, Certified Financial Planner

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

4427 Wallingford Ave North
Seattle, WA 98103-7550

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Edward Jones Brokerage Details

Total Assets Under Management

$311,986,498,067

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

23,510

WA Average: 458
Total Number of Accounts

2,500,304

WA Average: 33,415
Average Account Size

$124,779

WA 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

Gary Ehret Work History

Gary has 17 years of experience.

2001 - Present (18 years)

Edward Jones

Disclosures

Gary Ehret has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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