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David H
Series 66
Springboro, OH
Edward Jones
David Heberling is a Series 66-licensed financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones in 2024, he worked at Passport Inc. and Flexential. Heberling is also a shareholder in Silver Lake Beach Club, a family park with rentals in New Carlisle, Ohio. 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 and offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Brett D
Series 66
Springboro, OH
Edward Jones
Brett Derrow is a financial advisor with Edward Jones in Bellbrook, OH, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he spent 19 years with Enterprise Holdings. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions through a nationwide network of financial advisors.
Gregg C
Series 63, Series 65
Springboro, OH
Edward Jones
Gregg Clark is a financial advisor at Edward Jones with 27 years of industry experience. He has been with Edward Jones since 2003 and holds Series 63 and Series 65 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,000 advisors and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products.
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