Brian Greggila
Advisor at Edward Jones
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Edward Jones
Location
Elmore, OH 43416-9404
Credentials
CFP®, Series 66
Industry experience
11 years
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Charitable giving & philanthropy
General estate planning guidance
Retirement income strategy
General retirement planning
Wealth management
Work history
Edward Jones
2014 - Present (12 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Brandon R
CFP®, Series 66
Toledo, OH
Edward Jones
Jerrad S
Series 63, Series 65
Oak Harbor, OH
Edward Jones
Steven H
Series 66
Fremont, OH
Edward Jones
Michelle R
CFP®, Series 66
Fremont, OH
Edward Jones
Austin D
CFP®, ChFC®, Series 66
Genoa, OH
Edward Jones
Gerald O
Series 63, Series 66
Toledo, OH
Fidelity
Jerry Owens is a Financial Consultant currently working at Fidelity Investments since 2021. He has experience in advising individuals and families on financial planning and investment strategies. Prior to his current role, Jerry served as a Private Client Advisor at JP Morgan from 2019 to 2021, and as a Financial Advisor at AIG - Valic Financial Advisors from 2015 to 2019. He also worked as a Workplace Planning & Guidance Consultant at Fidelity Investments between 2014 and 2015. Outside of his professional career, Jerry has personal interests that include beach activities, comedy, cooking and baking, fitness, food, and football.
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