Todd Stephen Gerber

CRD 221091 · Edward Jones · Sonoma, CA

IA RegisteredBroker

Also appears in the source record as: Todd Stephan Gerber

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (10): Series 63Series 24Series 12Series 4Series 7TOSIESeries 31Series 5PCSeries 1
Registered states (15): Arizona · California · Florida · Idaho · Maryland · Massachusetts · Michigan · Montana · Nevada · New Mexico · New York · Oregon · Pennsylvania · South Carolina · Texas
Years in the industry (source record): 53
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 221091 contains one or more disclosure events as of Aug 20, 2026.

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Current firm

From the firm record

Firm: Edward Jones
Firm CRD: 250
SEC number: 801-3297
Assets under management: $1.0T as of Jun 29, 2026
Website: www.twitter.com/EDWARDJONES ↗
Phone: 314-515-2000
Firm location: St. Louis, MO, 63131

Employment history (14)

From the source registration record · current first

Edward JonesCurrent
Sonoma, CA · IA capacity

Oct 19, 2016 → present
Edward JonesCurrent
Sonoma, CA · BC capacity

start not retrieved → present
Wells Fargo Advisors, LLC
BD capacity

Jan 1, 2008 → Mar 16, 2015
Wells Fargo Advisors, LLC
IA capacity

Jan 1, 2008 → Mar 16, 2015
A. G. Edwards & Sons, Inc.
BD capacity

Aug 2, 2005 → Jan 3, 2008
A. G. Edwards & Sons, Inc.
IA capacity

Oct 30, 2006 → Jan 1, 2008
Commonwealth Financial Network
BD capacity

Apr 16, 2004 → Aug 2, 2005
Commonwealth Financial Network
IA capacity

Apr 16, 2004 → Aug 2, 2005
Citigroup Global Markets Inc.
IA capacity

Oct 29, 1997 → May 6, 2004
Citigroup Global Markets Inc.
BD capacity

Jul 31, 1993 → May 6, 2004
Lehman Brothers Inc.
BD capacity

Apr 11, 1988 → Jul 31, 1993
E. F. Hutton & Company Inc
BD capacity

Sep 12, 1980 → Apr 11, 1988
Dean Witter Reynolds Inc.
BD capacity

Feb 24, 1978 → Oct 12, 1980
Dean Witter & Co. Incorporated
BD capacity

Dec 6, 1973 → Feb 24, 1978

Source & corrections

Where this page comes from

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