Tanner Jacob Gilbert
Investment adviser representative at Edward Jones
14 yearsExperience
1 stateRegistered 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
14 years in the industry.
- Edward JonesJun 2023 to now
- Purdue GlobalAug 2022 to May 2023
- Fedex OfficeJun 2021 to Jun 2023
- BurlingtonFeb 2021 to Jun 2021
- WalmartNov 2020 to Dec 2020
- Liberty University OnlineAug 2020 to Aug 2022
- University of PhoenixNov 2019 to Nov 2020
- Pro Image SportsSep 2019 to Nov 2019
- UnemployedMay 2019 to Sep 2019
- Academy Sports & OutdoorsFeb 2019 to Apr 2019
- Miles IsdAug 2012 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (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
- 7748124
- Firm CRD
- 250