# Gregory W Klipstein

Gregory W Klipstein is an investment adviser representative (IAR) with state registration records since 2008, appearing at 5 firms. Currently registered with EDWARD D. JONES & CO., L.P..

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [EDWARD D. JONES & CO., L.P.](https://search.stillhousedata.com/firm/250) | 2025-04-23 | present | Yes |
| [CCG WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/296985) | 2024-03-26 | 2025-02-18 | — |
| [JFS WEALTH ADVISORS, LLC](https://search.stillhousedata.com/firm/145051) | 2020-10-14 | 2024-02-23 | — |
| [TD PRIVATE CLIENT WEALTH LLC](https://search.stillhousedata.com/firm/164484) | 2016-04-20 | 2020-09-18 | — |
| [OSAIC FA, INC.](https://search.stillhousedata.com/firm/3978) | 2008-04-07 | 2011-06-02 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5397528)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5397528.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.