Gerald Nolan Rose
Investment adviser representative at Edward Jones
10 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
10 years in the industry.
- Edward JonesSep 2025 to now
- Libertyone Credit UnionJun 2023 to Aug 2025
- Home DepotAug 2022 to Mar 2023
- UnemployedApr 2022 to Aug 2022
- AcfcuFeb 2021 to May 2022
- First Convenience BankSep 2020 to Mar 2021
- UnemployedOct 2019 to Oct 2020
- Holt CaterpillarAug 2018 to Sep 2019
- UnemployedMay 2018 to Jul 2018
- Mcgavock NissanSep 2017 to Apr 2018
- UnemployedMay 2017 to Aug 2017
- Cooperative Teachers Credit UnionSep 2016 to May 2017
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
- 8146352
- Firm CRD
- 250