Stacy
Gilbert

Edward Jones

CRD#6683180
Investment Advisor
in Seattle, WA

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

About this Advisor

Stacy Gilbert is an investment advisor who lives in Seattle, Washington. Currently a registered financial advisor with Edward Jones, they have gathered 12 years of professional experience as a registered investment advisor. Gilbert maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Gilbert can advise investors based out of Texas and Washington. Gilbert has gained experience at Edward Jones and American Seafoods Group. Edward Jones is headquartered in Seattle, Washington, and operates out of 14,439 additional brick-and-mortar locations across the country. In aggregate, Edward Jones oversees $423 billion in assets covering 3,336,586 client accounts and retains more than 25,919 people. The level of assets currently under the firm's management places it among the biggest firms in the country. The firm manages 1,067,474 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 10% of the advisor firm's customers are high-net-worth individuals, meaning they have more than $1 million in investable assets. Edward Jones provides 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 66

Years of Experience

12 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

9176 Holman Road Nw Suite 2
Seattle, WA 98117

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Edward Jones Brokerage Details

Total Assets Under Management

$423,236,579,906

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

25,919

WA Average: 458
Total Number of Accounts

3,336,586

WA Average: 33,415
Average Account Size

$126,847

WA Average: $343,232

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Stacy Gilbert Work History

Stacy has 12 years of experience.

2016 - Present (5 years)

Edward Jones

2008 - 2016 (8 years)

American Seafoods Group

Disclosures

Stacy Gilbert 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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started