Gregory Fleissner
Investment adviser representative at Edward Jones
12 yearsExperience
1 stateRegistered in
CFADesignation
$1TFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Edward JonesApr 2025 to now
- Lewis and Clark CapitalJul 2023 to Mar 2025
- StifelNov 2021 to Jun 2023
- Nisa Investment AdvisorsJun 2018 to Nov 2021
- J.W. TerrillMay 2017 to Aug 2017
- Under ArmourNov 2016 to Jan 2017
- University of MissouriAug 2014 to May 2018
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (MO).
Edward Jones
Legal name: Edward D. Jones & Co., L.P.
$1TAssets managed
4,069,320Clients
24,099Advisers
62 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6627466
- Firm CRD
- 250