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
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
Stacy Gilbert Work History
Stacy has 12 years of experience.
American Seafoods Group
Stacy Gilbert has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Edward Jones