Gregory J Seiler
Advisor at Edward Jones — Fortuna, CA 1960 Main St
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.
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.
Credentials
Series 66
Experience Industry experience
15 years
Location
Fortuna, CA 95540
Edward Jones
Institution
Gregory Seiler is a financial advisor with Edward Jones in Fortuna, CA, holding a Series 66 designation and 15 years of industry experience. Prior to joining Edward Jones in 2020, he worked with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney from 2010 to 2020. Outside of his advisory role, he serves as vice president of a mobile health care software company. Edward Jones is a wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a large network of financial advisors and branch offices nationwide. The firm offers a range of advisory strategies, including wrap fee programs and separately managed accounts, and operates under a fiduciary standard.
Based on Edward Jones
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.
Fortuna, CA 1960 Main St
1960 Main St Ste A
Fortuna CA 95540
Advisors at this office
2
California · Texas
15 years of industry experience
Edward Jones
2020 - Present • 6 years
St. Louis, MO
Morgan Stanley Private Bank, N.A
2015 - Present • 11 years
New York, NY
Morgan Stanley Private Bank, National Association
2015 - 2020 • 5 years
New York, NY
Morgan Stanley Smith Barney
2010 - 2020 • 10 years
Eureka, CA
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Insurance agent
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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