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Jessee L Gardner

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.

  1. Edward JonesJul 2026 to now
  2. OnspringSep 2023 to Jul 2026
  3. EmplifiJun 2022 to Sep 2023
  4. EmotiveApr 2021 to May 2022
  5. Toast, Inc.Dec 2019 to Apr 2021
  6. GolfnowMar 2016 to Dec 2019

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 1 state (CA).

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
8302672
Firm CRD
250
Advisor's SEC record (opens in a new tab)
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