Gregory Erekson is a CFP-designated registered investment advisor at Edward Jones, based in St Louis, MO, with 20 years of industry experience. Gregory is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.
Fee Estimator
Location
9329 Manchester Rd, St Louis, MO, 63119
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2026Criminal
August 1996Other Business Activities
Gregory is a 1st councilor in the bishopric at the Church of Jesus Christ of Latter-day Saints, providing spiritual leadership and handling charitable donations. This activity requires minimal time.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations35 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.
Exams
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