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Gerald G

CFP®, Series 63, Series 66

Homosassa, FL

Edward Jones

Gerald Gruber is a CFP® professional with 15 years of experience at Edward Jones, where he has worked since 2011. He holds Series 63 and Series 66 licenses. In addition to his advisory role, he is an author of books based in Florida. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets, offering a range of advisory programs and investment strategies supported by a nationwide network of over 23,000 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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