Advisor at Edward Jones
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Franklin, TX 77856
Credentials
CFP®, Series 66
Industry experience
9 years
Gerald Giesenschlag is a CFP®-designated financial advisor with Edward Jones in Franklin, TX, where he has worked since 2016. He has nine years of industry experience and previously was involved with G6 Ranch. He is a limited partner in a family property holding company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a large network of financial advisors and branch offices. The firm offers a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated investment products, operating under a fiduciary standard.
Based on Edward Jones
$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)
Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.
605 W Us Hwy 79 Suite 3 #552
Franklin, TX 77856
Texas
Edward Jones
2016 - Present (10 years)
G6 Ranch
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 66
Hearne, TX
Edward Jones
Bradley Ely is a financial advisor with Edward Jones in Hearne, Texas, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, Ely helps manage a family ranching and farming business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering various advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors.
Series 66
Franklin, TX
Fidelity
Bart Reider is a financial advisor at Fidelity with nine years of industry experience and holds the Series 66 designation. His prior work includes roles at Cetera, Regions Bank, and Edward Jones. Outside of his advisory duties, he is a partner in a real estate development venture in Texas. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver diversified model portfolios.
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