Aric Gattie
Investment adviser representative at Edward Jones
10 yearsExperience
2 statesRegistered in
$1TFirm assets
62 yearsFirm in business
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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
10 years in the industry.
- Edward JonesJul 2023 to now
- The Vanguard Group, Inc.Jan 2022 to Jul 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2019 to Jan 2022
- Merrill EdgeJan 2019 to Jun 2019
- Gateway Community CollegeAug 2018 to May 2019
- Pono ConstructionMay 2018 to Jul 2018
- Invo PeoMay 2018 to Jun 2018
- Peter Piper PizzaSep 2017 to Mar 2018
- Vensure Employer ServicesJun 2017 to Aug 2017
- Grand Canyon UniversityMay 2017 to Aug 2017
- Vector MarketingNov 2016 to Feb 2017
- Glendale Community CollegeFeb 2016 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (HI, TX).
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
- 7057744
- Firm CRD
- 250