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JG

John D. Gilles

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CRD#: 221734
JG

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

John Decker Gilles was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 1967. John had worked at 5 firms and has passed the Series 63, PC, Series 000 and Series 1 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

August 7, 1984 - March 6, 2001

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
ST. LOUIS, MO
Past

March 1, 1974 - February 24, 1978

REYNOLDS SECURITIES, INC.

BD
CRD#: 712
Past

July 2, 1973 - April 30, 1974

DUPONT WALSTON, INCORPORATED

BD
CRD#: 870
Past

December 5, 1967 - July 2, 1973

DUPONT GLORE FORGAN INCORPORATED

BD
CRD#: 1000001
Past

December 1, 1967 - August 14, 1984

MORGAN STANLEY DW INC.

BD
CRD#: 7556

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 2/29/1980
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
PC
Date: 4/1/1977
AMEX Put and Call Exam
General Industry/Product Exam
RR
Series 000
Date: 12/1/1967
General Securities Principal Examination
General Industry/Product Exam
RR
Series 1
Date: 12/1/1967
Registered Representative Examination

Current Firm


AG
A. G. EDWARDS & SONS, INC.
A. G. EDWARDS & SONS, INC.

CRD#: 4 / SEC#: , 8-13580

BD
Terminated by SEC on 05/24/2008
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 05/11/1967
Firm type
Corporation
Fiscal year end
February
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
A.G. EDWARDS, INC.HOLDING COMPANY
ATKIN, MARY MARGARETDIRECTOR, EXECUTIVE VICE PRESIDENT863962
BAGBY, ROBERT LEECHAIRMAN OF BOARD OF DIRECTORS9985
BIEBEL, PETER ALANSENIOR REGISTERED OPTIONS PRINCIPAL722143
GRUMKE, CLAY LEONARDCHIEF LEGAL COUNSEL, VICE PRESIDENT2199350
HOPKINS, DAVID RICHARDEXECUTIVE VICE PRESIDENT, CHIEF FINANCIAL OFFICER, TREASURER4802877
KELLY, DOUGLAS LAIRDCORPORATE SECRETARY, DIRECTOR, EXECUTIVE VP; CHIEF OPERATING OF2428802
LUDEMAN, DANIEL JAMESPRESIDENT AND CHIEF EXECUTIVE OFFICER874126
MAHAT, MARC ALANCOMPLIANCE REGISTERED OPTIONS PRINCIPAL1967091
UNDERWOOD, BRIAN CLINTONDIRECTOR, CHIEF COMPLIANCE OFFICER, SENIOR VICE PRESIDENT1229168

Disclosures


Regulatory Event77
Arbitration265
Bond3

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


A. G. EDWARDS & SONS, INC.

CRD#: 4

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