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Gregory Alan Jaeck

Investment Adviser Representative at Edward Jones

Mount Pleasant, WICRD #5300325Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
19 yrs
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Gregory Alan Jaeck is an investment adviser representative with Edward Jones in Mount Pleasant, WI, where they have been registered since 2017. They have worked in the securities industry since 2007 and were previously registered with Northwestern Mutual Investment Services, LLC. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 6 (investment company and variable products). They are registered to provide investment advice in Missouri and Wisconsin.

Registrations & licenses

Registration type
Dual-registered
As of August 15, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Missouri, Wisconsin
Broker:
2 states and territories

Missouri, Wisconsin

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 3/2/2018
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 10/26/2017
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 3/12/2007
Series 26
Investment Company Products/Variable Contracts Principal Examination
Passed 9/6/2011

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Edward JonesCurrent
3/5/2018 – Mount Pleasant, WI
Edward JonesCurrent
8/25/2017 – Mount Pleasant, WI
Northwestern Mutual Investment Services, LLC
3/13/2007 – 6/30/2017Milwaukee, WI

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Northwestern Mutual LIFE Insurance Company
    Oct 2003 – Jun 2017Milwaukee, WI
  2. Northwestern Mutual Investment Services, LLC
    Feb 2007 – Jun 2017Milwaukee, WI
  3. Edward Jones
    Jul 2017 – no end date reportedSt Louis, MO

Official records & sources

Data as of June 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Edward Jones

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee
  • Other
Firm account minimum
$25,000

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthBanking or Thrift InstitutionsPension/Profit SharingCharitable OrganizationsCorporationsOther

Firm assets under management

$25B+

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
23,937
Offices listed on AdvisorFinder:
26
Main office:
St. Louis, MO
SEC file number:
801-3297

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 25, 2026

View full firm profile

Other advisors at Edward Jones

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Gregory Alan Jaeck has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Gregory Alan Jaeck (Edward Jones) - Fees & Credentials