Derek S Gray
Investment adviser representative at Edward Jones
12 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
12 years in the industry.
- Edward JonesDec 2024 to now
- City of FremontJun 2022 to Aug 2024
- Century 21 Bolte Real EstateJan 2022 to Nov 2024
- City of ClydeJun 2021 to Aug 2021
- Ace Lawn CareJun 2019 to Aug 2019
- Clyde Green Springs SchoolsAug 2018 to Dec 2024
- City of ClydeMay 2015 to Aug 2018
- Heidelburg UniversitySep 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 8022310
- Firm CRD
- 250