Trevor C Oberg
Investment adviser representative at Edward Jones
12 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
12 years in the industry.
- Edward JonesOct 2024 to now
- Pinnacle BankJul 2022 to Oct 2024
- Tier One FinancialDec 2021 to May 2022
- Salina County ClubMay 2021 to Dec 2021
- Kansas Wesleyan UniversityAug 2020 to May 2022
- Heritage Hills GolfcourseFeb 2017 to Jun 2023
- UnemployedAug 2014 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (NE, 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
- 7996951
- Firm CRD
- 250