Gary Hessert is a registered investment advisor at Edward Jones, based in Lake Mary, FL, with 27 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 3,743,795 clients with $820B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Edward Jones offers an Ongoing Financial Planning Service for a maximum fee of $3,600 per year. This includes a financial plan and periodic updates, generally at least once per year, based on consultations with your financial advisor. You can discuss and revise your plan as needed. The fee may be paid in quarterly installments. To be eligible, you must have at least $250,000 enrolled in one or more Edward Jones Advisory Programs.
Edward Jones offers a Point in Time Financial Planning Service for which they do not currently charge a separate fee, but reserve the right to do so in the future. This service includes consultations with your financial advisor who will analyze your situation and provide a personalized financial plan.
Location
1000 Primera Blvd, Lake Mary, FL, 32746
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2008Other Business Activities
Gary operates his LPL business through MEMBERS Financial Services, both as a general entity and in connection with Addition Financial Credit Union. These activities are investment-related and take up a full-time commitment.
Employment History
Current Registrations
Edward JonesBroker
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Nbc Securities, INC.
Nbc Securities, INC.Broker
Amerivest Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Colonial Asset Management INC
Colonial Brokerage, INC.Broker
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
Barron Chase Securities, INC.Broker
A.S. Goldmen & CO., INC.Broker
L.O. Thomas & CO.Broker
State Registrations12 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.