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RIA / WealthAdvisordual registered (broker-dealer)17 years in industry

Gerald Weeks Madsen

Advisor at EDWARD JONES

South Bend, IN

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Search this name across graphsid dfx:ria:3eb85a19-5d02-03bf-9b59-b75a556f3299

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:49 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Nov 21, 2008 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: EDWARD JONES
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 31, 2008earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Oct 31, 2008
First registration: Nov 21, 2008
Dual registered: yes, broker-dealer
IAPD individual key: 5587313

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
EDWARD JONES	National bd RIA	Nov 9, 2018	n/a	yes	South Bend, IN	Current employment
LPL FINANCIAL LLC	Bd affiliated wealth	Apr 11, 2014	Nov 21, 2018	no	SOUTH BEND, IN\|SOUTH BEND, IN\|SOUTH BEND, IN\|MISHAWAKA, IN\|MISHAWAKA, IN\|SOUTH BEND, IN\|SOUTH BEND, IN\|NOTRE DAME, IN\|SOUTH BEND, IN	Previous registration
KEY INVESTMENT SERVICES LLC	Bd affiliated wealth	Apr 11, 2011	Apr 7, 2014	no	ELKHART, IN\|SHELBY TWP, MI\|SOUTH BEND, IN\|SOUTH BEND, IN\|CLAWSON, MI\|Dayton, OH\|SOUTH BEND, IN	Previous registration
EDWARD JONES	National bd RIA	Nov 21, 2008	Apr 6, 2011	no	SOUTH BEND, IN\|GRANGER, IN\|MISHAWAKA, IN\|ST LOUIS, MO\|SOUTH BEND, IN	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
LPL FINANCIAL LLC	EDWARD JONES	Nov 21, 2018	Nov 9, 2018	-12	Firm change	RIA to ibd
KEY INVESTMENT SERVICES LLC	LPL FINANCIAL LLC	Apr 7, 2014	Apr 11, 2014	4	Firm change	Other
EDWARD JONES	KEY INVESTMENT SERVICES LLC	Apr 6, 2011	Apr 11, 2011	5	Firm change	Other

Relationships

Registered with (3)

→ EDWARD JONESRegistered adviserregistration: previous registration
Nov 21, 2008 to Apr 6, 2011factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Apr 11, 2014 to Nov 21, 2018factForm ADV
→ KEY INVESTMENT SERVICES LLCRegistered adviserregistration: previous registration
Apr 11, 2011 to Apr 7, 2014factForm ADV

Dated events

No dated event names this entity yet.